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 Mar26: Final Ranks; 4 Changes Expected

Quiddity Leaderboard ASX Mar26: Many Names With Multiple Days to Trade

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

[Quiddity Index] Dec25 Hang Seng Index Family Review; Flows for December 5 Rebal

Quiddity Leaderboard HSTECH Dec25: AAC Tech up 9% Vs Peer; ~US$1.9bn One-Way; Announcement Soon

Quiddity CSI 300/​​500 Dec25 Results: 90% Hit Rate (110/121 Correct); US$9.5bn Combined One-Way Flow

Quiddity Leaderboard TDIV Dec25: Final Expectations: Many Changes to Rankings; Final Expectations

Quiddity Leaderboard T50/​​​100 Dec25: Final Ranks; Tung Ho Escapes TDIV Deletion!

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The HSTECH Index tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.</li>
<li>In this insight, we take a look at our final expectations of index changes and the resultant capping flows for HSTECH index rebal event in March 2026.</li>
<li>We expect no index changes but we estimate there to be roughly US$840mn in one-way flows in March 2026.</li>
</ul>


The HSTECH Index tracks the performance of the top 30 technology companies listed in Hong Kong that have high business exposure to certain technology themes.
In this insight, we take a look at our final expectations of index changes and the resultant capping flows for HSTECH index rebal event in March 2026.
We expect no index changes but we estimate there to be roughly US$840mn in one-way flows in March 2026.


SMIC (Semiconductor Manufacturing International Corp) (981 HK)

SMIC (Semiconductor Manufacturing International Corp)

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

BYD Company

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