Pan-Asia Index Flows & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Equity Analyst with 10+ years experience in fundamental and event-driven research.

On Smartkarma, I mainly publish insights on index flow events. This includes predicting regular and intra-review index changes and formulating market-neutral trading strategies based on flow catalysts. I also cover special situations such as mergers & acquisitions, equity offerings, buybacks, and other corporate restructuring events.

Pan-Asia Index Flows & Special Situations

Quiddity Leaderboard F100/F250 Jun25: One High-Impact Intra-Review Change Soon; More Changes Later

Quiddity Leaderboard F100/F250 Jun25: LONGs up +6% Vs Index; Multiple Intra-Review Changes Soon

Quiddity Leaderboard F100/F250 Mar25: Base Date for Ranks; Hargreaves Lansdown M&A Change Soon!

Quiddity Leaderboard CSI 300/​​500 Jun25: US$6bn+ One-Way Flows; One Intra-Review Addition Soon

[Quiddity Index Mar25] S&P500/600 Jun25 Rebal: Early Days But a Few Intrareview Changes Possible

TOPIX Index Upweights: Final Expectations For "The Big April Basket" 2025

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2025 index rebal event.</li>
<li>We see up to five M&amp;A-related intra-review changes for the F250 index in the run up to the June 2025 review. Many could be <em>very</em> high impact.</li>
<li>Separately, there could be one regular index change for the F250 index in June 2025. At present, we do not see any changes for the F100 index.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the June 2025 index rebal event.
We see up to five M&amp;A-related intra-review changes for the F250 index in the run up to the June 2025 review. Many could be very high impact.
Separately, there could be one regular index change for the F250 index in June 2025. At present, we do not see any changes for the F100 index.


International Distributions Services (IDS LN)

Polar Capital Global Healthcare Growth (PCGH LN)

JPMorgan European Growth & Income (JEGI LN)

Quiddity Leaderboard F100/F250 Jun25: Multiple High-Impact Intra-Review Index Additions Likely

Ocean Wilsons Holdings

Quiddity Leaderboard F100/F250 Jun25: Multiple High-Impact Intra-Review Index Additions Likely