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; One More Close to the Border

Quiddity Leaderboard NIFTY Sep26: Final Expectations; ~US$1bn Combined One-Way Flow

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

Quiddity Leaderboard ASX Sep26: Qube Deal Consequences + Many Other High-Impact Index Changes

Quiddity Leaderboard NIFTY Sep26: Many Changes Likely; ~US$950mn Collective One-Way Flows

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Highly Likely; Room for One More Too

Quiddity Leaderboard CSI 300/​​500 Dec26: Max Changes; Mega Flows

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>We continue to see one change for NIFTY 50 and five changes for NIFTY 100 during the September 2026 index rebal event.</li>
<li>The Vedanta demerger has caused a couple of changes in expectations 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.
We continue to see one change for NIFTY 50 and five changes for NIFTY 100 during the September 2026 index rebal event.
The Vedanta demerger has caused a couple of changes in expectations for NIFTY 100.


Quiddity Leaderboard NIFTY Sep26: Changes to Expectations Caused by Vedanta Spin Offs