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 CSI All Share Semiconductors Jun26: US$154mn One-Way; Ranks Can Still Change

Quiddity Leaderboard CSI Medical Jun26: Three Changes Likely; US$244 Mn One-Way

Quiddity Leaderboard CSI 300/​​500 Jun26: Flow Sizes Drop; Net Inflows Underperform Net Outflows

Quiddity Leaderboard STAR 50/100 Mar26: ~US$3.8bn Total One-Way Flows; Some Signs of Pre-Positioning

Quiddity Predictions for the Major Global Index Rebal in Feb 2026

TOPIX Index Upweights: An Early Preview Of "The Big April Basket" 2026; US$1bn+ Index Flows Possible

TOPIX Inclusions: Who Is Ready (Feb 2026)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Moore Threads Technology / Index Rebalance

<ul>
<li>The STAR 50 index is a tech-focused, blue-chip index in China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.</li>
<li>The 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 March 2026 index rebal event.</li>
</ul>


The STAR 50 index is a tech-focused, blue-chip index in China which tracks the top 50 largest and most liquid names in the STAR market of the Shanghai Stock Exchange.
The 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 March 2026 index rebal event.


Hygon Information Technology C (688041 CH)

Shaanxi Sirui Advanced Materials (688102 CH)

Quiddity Leaderboard STAR 50/100 Mar26: Final Expectations; ~US$3.8bn Total One-Way