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 JPX-Nikkei 400 Rebal 2026: End-Feb 2026 Ranks

Quiddity Leaderboard BSE ​​​​SENSEX Jun26: Sector Consideration Continues to Influence ADDs Choices

[Japan Event] Rakuten (4755) Fintech Group Led By Rakuten Bank (5838) Gets Bigger and Keeps 20% ROE

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

Quiddity Leaderboard HSTECH Mar26: No Changes Likely; US$860mn One-Way; Announcement Next Week

Quiddity Leaderboard TDIV Mar26: US$355mn One-Way Flows; High-Impact for Two Names

TOPIX Inclusions: Who Is Ready (Feb 2026)

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The TDIV index tracks the top 50 names on the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.</li>
<li>In this insight, we take a look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the March 2026 index rebal event.</li>
<li>We expect one delete for the TDIV index for the March 2026 index rebal event. We estimate the one-way capping flow to be US$101mn.</li>
</ul>


The TDIV index tracks the top 50 names on the Taiwan Stock Exchange with the highest dividend yields. It is a yield-weighted index with unique capping rules.
In this insight, we take a look at Quiddity's expectations for index changes and capping flows for the TDIV Index for the March 2026 index rebal event.
We expect one delete for the TDIV index for the March 2026 index rebal event. We estimate the one-way capping flow to be US$101mn.


Quiddity Leaderboard TDIV Mar26: One Delete; ~10x ADV to Sell

Taiwan Acceptance

Quiddity Leaderboard TDIV Mar26: One Delete; ~10x ADV to Sell