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

Quiddity Leaderboard CSI 300/​​500 Dec25: US$5bn+ One Way Flows; Emphasis Should Be on NET Flows

Quiddity Leaderboard CSI Medical Dec25: 1x-3x ADV for Most Names; Couple of Pair Trade Ideas

Quiddity Leaderboard STAR 50/100 Jun25: Rare Sector-Neutral ADDs Vs DELs Trade with Positive Momentum

Quiddity Leaderboard TDIV Jun25: Final Expectations; Trade Successful; New Sector-Neutral Idea

Quiddity Leaderboard CSI 300/​​500 Jun25: Momentum Turning Positive for This Major Rebal Trade

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The June 2025 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 30th May 2025.</li>
<li>There will be one change for the STAR 50 index and four changes for the STAR 100 index.</li>
<li>We expect one-way flows of approximately US$848mn and US$192mn for the STAR 50 and STAR 100 index rebal events, respectively.</li>
</ul>


The June 2025 index review results for the STAR 50 and STAR 100 indices were announced after market close on Friday 30th May 2025.
There will be one change for the STAR 50 index and four changes for the STAR 100 index.
We expect one-way flows of approximately US$848mn and US$192mn for the STAR 50 and STAR 100 index rebal events, respectively.


Zhongfu Shenying Carbon Fiber (688295 CH)

Quiddity STAR 50/100 Jun25 Results: 10 Changes; 9 Correctly Predicted; One Surprise

Bestechnic Shanghai

Quiddity STAR 50/100 Jun25 Results: 10 Changes; 9 Correctly Predicted; One Surprise