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 HSTECH Jun26: Final Ranks for ADDs/DELs; ~US$2bn One-Way Flows

Quiddity Leaderboard HSIII Jun26/Sep26: Some Changes to Sep26 Expected ADDs List

Quiddity Leaderboard SE600 Jun26: 3 Regular ADDs/DELs Likely

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

Quiddity Leaderboard HSTECH Jun26: Interesting Question Marks for ADDs; Reference Period Not Over

Quiddity Leaderboard HSCEI Jun26: Two ADDs/DELs Likely but One Name Close to Escaping Deletion

TOPIX Inclusions: Who Is Ready (Mar 2026)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we have presented our final expectations for ADDs/DELs for the HSCEI index for the June 2026 index rebal event.</li>
<li>In our last insight, one of the expected DELs were close to escaping deletion. However, according to our latest estimates, it has failed to escape deletion.</li>
<li>We see two ADDs/DELs and we estimate there to be capping flows of around US$194mn one-way. The capping flow expectations can change until early-June 2026, and indeed should increase.</li>
</ul>


In this insight, we have presented our final expectations for ADDs/DELs for the HSCEI index for the June 2026 index rebal event.
In our last insight, one of the expected DELs were close to escaping deletion. However, according to our latest estimates, it has failed to escape deletion.
We see two ADDs/DELs and we estimate there to be capping flows of around US$194mn one-way. The capping flow expectations can change until early-June 2026, and indeed should increase.


Quiddity Leaderboard HSCEI Jun26: Final Expectations for ADDs/DELs; US$194mn One-Way

Hansoh Pharmaceutical

Quiddity Leaderboard HSCEI Jun26: Final Expectations for ADDs/DELs; US$194mn One-Way