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 BSE/​​​​SENSEX Jun25: One Change to Expectations; US$500mn One-Way Collectively

Quiddity Leaderboard BSE/​​​​SENSEX Jun25: Some Names Are Still Close to the Border

Quiddity Leaderboard NIFTY Sep25: US$1bn+ Total One-Way Flows; ADDs Strongly Outperforming DELs

Quiddity Leaderboard Hang Seng Index: Healthcare Is Still the Most Under-Represented Industry Group

Quiddity Leaderboard CSI 300/​​500 Jun 25: Positive Trade Performance; More to Come

Quiddity Leaderboard NIFTY Mar 25: Final Expectations; Expected DELs Could Underperform Index

China A-Share Consumer Staples: An Analysis of the Opportunities Ahead

Quiddity Leaderboard ASX Mar 25: Final Expectations; Momentum Still Intact

Quiddity Leaderboard STAR 50/100 Mar 25: LONGs Up ~12% Vs SHORTs in a Month; More to Come

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The March 2025 Rebalance results for the NIFTY broad market Indices were announced after the close on Friday 21st February 2025.</li>
<li>There will be two changes for NIFTY 50 and five changes for NIFTY 100 during the March 2025 index rebal event.</li>
<li>All NIFTY 50 and NIFTY 100 changes will also be reflected in the NIFTY Next 50 index which could see US$366mn one-way capping flows.</li>
</ul>


The March 2025 Rebalance results for the NIFTY broad market Indices were announced after the close on Friday 21st February 2025.
There will be two changes for NIFTY 50 and five changes for NIFTY 100 during the March 2025 index rebal event.
All NIFTY 50 and NIFTY 100 changes will also be reflected in the NIFTY Next 50 index which could see US$366mn one-way capping flows.


CG Power and Industrial Solutions (CGPOWER IN)

Quiddity NIFTY Mar25 Rebal: Some Surprises; Combined Flows of US$1bn One-Way

Britannia Industries

Quiddity NIFTY Mar25 Rebal: Some Surprises; Combined Flows of US$1bn One-Way