Index Rebal/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.

Index Rebal/Special Situations

Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade

Quiddity Leaderboard CSI 300/​​500 Jun26: Mega Flows; Some Large Individual Flow Names Too

Quiddity Leaderboard CSI 1000 Jun26: ~US$3.6bn; Strong Momentum for Net Inflows Vs Net Outflows

Quiddity Leaderboard HSCEI Mar26: Final Ranks; One Change Likely

TOPIX Inclusions: Who Is Ready (Dec 2025)

Quiddity Leaderboard HSTECH Mar26: Final Ranks; US$840mn One-Way

Quiddity Leaderboard TDIV Mar26: US$355mn One-Way Flows; High-Impact for Two Names

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Zijin Gold International / Index Rebalance

<ul>
<li>The Hang Seng Index is the benchmark index for Hong Kong stocks. It follows a highly-subjective selection process which makes it difficult to predict index changes.</li>
<li>In this insight, we take a look at a group of names with reasonably high likelihood of being involved in index changes during the next review in March 2026.</li>
<li>The index changes are expected to be confirmed on 13th February 2026.</li>
</ul>


The Hang Seng Index is the benchmark index for Hong Kong stocks. It follows a highly-subjective selection process which makes it difficult to predict index changes.
In this insight, we take a look at a group of names with reasonably high likelihood of being involved in index changes during the next review in March 2026.
The index changes are expected to be confirmed on 13th February 2026.


Contemporary Amperex Technology (3750 HK)

Quiddity Leaderboard Hang Seng Index Mar26: Zijin Gold, BeOne, XPeng Among Our Top 10 Picks