Index Rebal Trades & 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 Trades & Special Situations

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: Final Expectations; US$1bn+ Combined One-Way Flows

Quiddity Leaderboard CSI 300/​​500 Dec25: Final Expectations; Huge Flows

Quiddity Leaderboard CSI 1000 Dec25: Final Expectations; ~US$2.9bn One-Way

Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: Multiple Changes to Expectations; New Ideas

Quiddity Leaderboard STAR 50/100 Dec25: >US$2bn Combined One-Way Flows; Exp DELs Vs Peers Pair Ideas

Quiddity Leaderboard CSI All Share Semiconductors Dec25: Some Names Have Crossed the Border

Quiddity Leaderboard CSI All Share Semiconductors Dec25: Some Names Are Close to the Border

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Bio-Thera Solutions Ltd / Index Rebalance

<ul>
<li>STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>STAR 100 index tracks the next 100 names (51st-150th ranks) and it represents the mid-cap segment of the STAR market.</li>
<li>In this insight, we have presented our final expectations for ADDs and DELs for the upcoming December 2025 index rebal event.</li>
</ul>


STAR 50 Index is a tech-focused, blue-chip index in Mainland China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
STAR 100 index tracks the next 100 names (51st-150th ranks) and it represents the mid-cap segment of the STAR market.
In this insight, we have presented our final expectations for ADDs and DELs for the upcoming December 2025 index rebal event.


Quiddity Leaderboard STAR 50/100 Dec25: Final Expectations; New Ideas