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 HSCEI Dec26: Two ADDs/DELs Likely

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

Quiddity Leaderboard HSTECH Sep26: No Changes Likely; US$1.3bn One-Way; Announcement in Two Weeks

Quiddity Leaderboard CSI 300/​​500 Dec26: US$11bn Combined One-Way Flow

Quiddity Leaderboard HSCEI Sep26: Final Ranks; One Change Expected

Quiddity Leaderboard CSI 1000 Dec26: Inflow Names in a Meltdown!

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>We expect one index change and we expect this to trigger total one-way flows of US$87mn including the effects of capping.</li>
<li>The index review results will be announced on 21 August.</li>
</ul>


The HSCEI serves as a benchmark to reflect the overall performance of the top 50 "Mainland China" securities listed in Hong Kong.
We expect one index change and we expect this to trigger total one-way flows of US$87mn including the effects of capping.
The index review results will be announced on 21 August.


Industrial and Commercial Bank of China (1398 HK)

Quiddity Leaderboard HSCEI Sep26: One Change Likely; Latest Flow Expectations

Hua Hong Semiconductor

Quiddity Leaderboard HSCEI Sep26: One Change Likely; Latest Flow Expectations