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 BSE ​​​​SENSEX Dec26: One Change Likely But Multiple Other Outcomes Possible

Quiddity Leaderboard CSI Medical Dec26: Expectations Have Changed; US$301mn One-Way

[Quiddity Index] Advance Look at March 2027 Nikkei 225 Rebal Predictions - The 3rd DELETE Is Tough

Quiddity NIFTY Sep26 Results and Flow Update: 11/12 Correct; ~US$940mn Combined One-Way Flow

Quiddity Leaderboard T50/​​​100 Dec26: Evergreen Aviation Close to TDIV Deletion

Quiddity Leaderboard CSI 300/​​500 Dec26: Combined One-Way Flow >US$9bn

Quiddity Leaderboard HSTECH Dec26: OLD Vs NEW Methodology; Mega Flows Possible

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>NIFTY 50 represents the 50 largest stocks listed in the National Stock Exchange (NSE) of India and the NIFTY Next 50 index tracks the next 50 largest names.</li>
<li>Here we have presented our expectations for these indices for the upcoming index rebal event in March 2027.</li>
<li>We see two changes for NIFTY 50 and five changes for NIFTY 100.</li>
</ul>


NIFTY 50 represents the 50 largest stocks listed in the National Stock Exchange (NSE) of India and the NIFTY Next 50 index tracks the next 50 largest names.
Here we have presented our expectations for these indices for the upcoming index rebal event in March 2027.
We see two changes for NIFTY 50 and five changes for NIFTY 100.


Life Insurance Corporation of India (LICI IN)

ICICI Prudential Asset Management Company (ICICIAMC IN)

ICICI Prudential Asset Management Company

Quiddity Leaderboard NIFTY Mar27: Some High-Impact ADDs/DELs; ~US$1.3bn Combined One-Way Flow

Divi's Laboratories

Quiddity Leaderboard NIFTY Mar27: Some High-Impact ADDs/DELs; ~US$1.3bn Combined One-Way Flow