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 Hang Seng Index Dec26: Z.AI, COSCO, 3SBIO Among Our Top Picks

Quiddity Leaderboard TDIV Dec26: 4 ADDs/DELs Likely; More Changes Possible; US$3.4bn One-Way

Quiddity Leaderboard HSCEI Dec26: Two ADDs/DELs Likely

Quiddity Leaderboard ASX Dec26: Multiple Changes During the Rebal + Some Intra-Review Changes

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.</li>
<li>In this insight, we take a look at the potential index changes and capping flows for HSCEI index rebal event in December 2026.</li>
<li>We expect two ADDs and two DELs for December 2026. We also estimate there to be ~US$118mn in one-way flows including the effects of capping.</li>
</ul>


The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.
In this insight, we take a look at the potential index changes and capping flows for HSCEI index rebal event in December 2026.
We expect two ADDs and two DELs for December 2026. We also estimate there to be ~US$118mn in one-way flows including the effects of capping.


Contemporary Amperex Technology (3750 HK)

Quiddity Leaderboard HSCEI Dec26: Final Ranks; Two ADDs/DELs Likely; One Change to Expectation