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: One Change to Expectations; US$636mn Total One-Way

Quiddity Leaderboard HSCEI Sep25: Final Expectations; One Index Change Possible

Quiddity Leaderboard HSIII Sep25: Three Changes Likely; US$364mn One-Way Flows

Quiddity Leaderboard HSCEI Sep25: One Change Likely; US$245mn One-Way Flow

Quiddity Leaderboard CSI 300/​​500 Dec25: Some Changes to Expectations; Large Index Flows

Quiddity Leaderboard STAR 50/100 Sep25: Some High-Impact Names; New Sector-Neutral Pair Trade Ideas

TOPIX Inclusions: Who Is Ready (Jul 2025)

[Quiddity Index] TOPIX July 2025 FFW Rebalance - $3bn+ a Side to Trade

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Qi An Xin Technology Group  / 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 take a look at the potential ADDs/DELs for the STAR 50 and STAR 100 indices for the September 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 take a look at the potential ADDs/DELs for the STAR 50 and STAR 100 indices for the September 2025 index rebal event.


Inner Mongolia Furui Medical Scie (300049 CH)

Beijing Kingsoft Office Softwa (688111 CH)

Sunresin New Materials Co Ltd (300487 CH)

Shenzhen Fortune Trend Technol (688318 CH)

Sinopep-Allsino Bio Pharmaceutical (688076 CH)

Quiddity Leaderboard STAR 50/100 Sep25: Reference Period Almost Complete; New Pair Trade Ideas