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 HSIII Sep26: Five Changes Expected With Three Weeks to the Cut-Off

Quiddity Leaderboard CSI Medical Dec26: 6 ADDs/DELs Expected; US$236mn One-Way Flows

Quiddity Leaderboard STAR 50/100 Sep26: Special Focus on Peric (688146) And Sichuan Huafeng (688629)

Quiddity Leaderboard HSCEI Jun26: Announcement Next Week; US$196mn One-Way

Quiddity Leaderboard HSTECH Sep26: Zero Changes Likely but Geely Question Mark Exists

Quiddity T50/100/TDIV Jun26 Results: All Changes Correctly Predicted; Massive Flows Confirmed

Quiddity CSI 300/​​500 Jun26 Results: 86% Correctly Predicted; Large Flow Event Despite Drop in AUM

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>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 September 2026.</li>
<li>Based on the latest data, we see one ADD and one DEL.</li>
</ul>


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 September 2026.
Based on the latest data, we see one ADD and one DEL.


Contemporary Amperex Technology (3750 HK)

Quiddity Leaderboard HSCEI Sep26:One Change Likely; ~US$146mn One-Way Flow

Shenzhou International

Quiddity Leaderboard HSCEI Sep26:One Change Likely; ~US$146mn One-Way Flow