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 Index] Hang Seng Family Capping Set - US$5.2bn to Trade on Friday 6 March

Quiddity F100/F250 Mar26 Results: All Expected ADDs/DELs Correct; One High Impact ADD

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

Quiddity Leaderboard HSTECH Mar26: No Changes Likely; US$860mn One-Way; Announcement Next Week

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

Quiddity Leaderboard HSCEI Mar26: Final Ranks; One Change Likely

Quiddity Leaderboard STAR 50/100 Mar26: ~US$3.8bn Total One-Way Flows; Some Signs of Pre-Positioning

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: ~US$1.86bn Combined One-Way Flow; Ranks Can Change

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>The official index changes and indicative weights for the March 2026 index rebal event will be announced publicly after the close on Friday 13th February 2026.</li>
<li>We continue to expect one index change for March 2026 and we estimate there to be capping flows of US$114mn one-way.</li>
</ul>


The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.
The official index changes and indicative weights for the March 2026 index rebal event will be announced publicly after the close on Friday 13th February 2026.
We continue to expect one index change for March 2026 and we estimate there to be capping flows of US$114mn one-way.


Quiddity Leaderboard HSCEI Mar26: One Index Change Likely; Announcement Soon

Mengniu Dairy

Quiddity Leaderboard HSCEI Mar26: One Index Change Likely; Announcement Soon