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

Quiddity Leaderboard CSI 300/​​500 Jun26: Mega Flows; Some Large Individual Flow Names Too

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

Quiddity Leaderboard HSTECH Mar26: Final Ranks; US$840mn One-Way

Quiddity Leaderboard HSIII Dec25/Mar26: One Change for Dec25; New Expected ADD/DELs for Mar26

Quiddity JPX-Nikkei 400 Rebal 2026: End-Dec 2025 Ranks

Quiddity Leaderboard TDIV Mar26: US$355mn One-Way Flows; High-Impact for Two Names

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The Hang Seng Internet &amp; IT (HSIII) index represents the top 30 stocks related to internet and information technology businesses listed in Hong Kong (HKEX).</li>
<li>In this insight, we take a look at potential index changes and capping flows for HSIII index rebal event in March 2026.</li>
<li>Based on the latest data, we see four index changes for March 2026 with one-way flow of around US$230mn.</li>
</ul>


The Hang Seng Internet &amp; IT (HSIII) index represents the top 30 stocks related to internet and information technology businesses listed in Hong Kong (HKEX).
In this insight, we take a look at potential index changes and capping flows for HSIII index rebal event in March 2026.
Based on the latest data, we see four index changes for March 2026 with one-way flow of around US$230mn.


Quiddity Leaderboard HSIII Mar26: Final Ranks; 4 Changes Expected

Pony AI

Quiddity Leaderboard HSIII Mar26: Final Ranks; 4 Changes Expected