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

TOPIX Inclusions: Who Is Ready (Feb 2026)

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

HK Connect SOUTHBOUND Flows (2Wks To 6Feb26) -  Tencent Bought Bigly, China Mobile Sell Streak Ends

[Quiddity Index] Final Flows for the Major Global Index Rebal in November 2025: US$42bn One-Way

TOPIX Inclusions: Who Is Ready (Jan 2026)

[Quiddity Index] Predictions for the Global Index Provider Rebal in November 2025

Quiddity Leaderboard CSI 300/​​500 Jun26: Mega Flows; Some Large Individual Flow Names Too

Quiddity Leaderboard ChiNext & ChiNext 50 Jun26: ~US$1.86bn Combined One-Way Flow; Ranks Can Change

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>A major global index provider will announce its quarterly review results on 10th February 2026. There could be tens of billions of dollars of flows during this event.</li>
<li>This insight shows our final expectations for ADDs/DELs for all 47 markets in the index universe for the upcoming rebal event.</li>
<li>The Inclusion/Exclusion events will take place at the end of February 2026.</li>
</ul>


A major global index provider will announce its quarterly review results on 10th February 2026. There could be tens of billions of dollars of flows during this event.
This insight shows our final expectations for ADDs/DELs for all 47 markets in the index universe for the upcoming rebal event.
The Inclusion/Exclusion events will take place at the end of February 2026.


Anhui Gujing Distillery Company (200596 CH)

Quiddity Predictions for the Major Global Index Rebal in Feb 2026

Shimizu Corp

Quiddity Predictions for the Major Global Index Rebal in Feb 2026