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 TDIV Sep26: Final Expectations

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

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

Quiddity Leaderboard SET50 Dec26: Capping Flows in Sep; 2-3 Index Changes Likely in Dec

Quiddity Leaderboard BSE ​​​​SENSEX Dec26: One Change Likely; One More Close to the Border

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

Quiddity Leaderboard T50/​​​100 Sep26: Getac TDIV Deletion Within Striking Distance

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 final expectations for these indices for the September 2026 index rebal event.</li>
<li>We see one change for NIFTY 50 and five changes for NIFTY 100 (and NIFTY Next 50).</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 final expectations for these indices for the September 2026 index rebal event.
We see one change for NIFTY 50 and five changes for NIFTY 100 (and NIFTY Next 50).


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

Wipro

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