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 JPX-Nikkei 400 Rebal 2026: End-Sep 2025 Ranks

Quiddity Leaderboard NIFTY Mar26: Hindustan Aeronautics and Adani Enterprises Close to the Borders

TOPIX Inclusions: Who Is Ready (Oct 2025)

Quiddity Leaderboard T50/​​​100 Dec25: Tung Ho Steel TDIV Deletion In the Money Now

TOPIX Inclusions: Who Is Ready (Sep 2025)

Quiddity Leaderboard ASX Dec25: Clear Signs of Pre-Positioning; Stay Away from the Crowds

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Tung Ho Steel Enterprise / Index Rebalance

<ul>
<li>The TDIV index tracks the top 50 names in the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.</li>
<li>There were some key methodology changes announced for this index yesterday.</li>
<li>In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2025 index rebal event.</li>
</ul>


The TDIV index tracks the top 50 names in the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.
There were some key methodology changes announced for this index yesterday.
In this insight, we take look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the December 2025 index rebal event.


Quiddity Leaderboard TDIV Dec25: Key Methodology Changes; High-Impact Flows; US$3.6bn One-Way