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

Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: ~US$1.3bn One-Way; Some Changes to Expectations

Quiddity Leaderboard CSI Medical Jun25: One Change to Expectations; Adjustment to the Trade

Quiddity Leaderboard ASX Mar 25: LONGs up ~10% Vs SHORTs in a Month; More to Come

TOPIX Inclusions: Who Is Ready (Feb 2025)

Quiddity Leaderboard Hang Seng Internet & IT March 25: 4 Changes Likely; Some Names Have High-Impact

TOPIX Index Upweights: An Early Preview Of "The Big April Basket" 2025

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the March 2025 index rebal event.</li>
<li>We expect two changes for ASX 50, one change for ASX 100, and seven changes for ASX 200. Separately we see eight ADDs and six DELs for ASX 300.</li>
<li>The official index changes will be announced after the close on Friday 7th March 2025.</li>
</ul>


In this insight, we take a look at the potential index changes for ASX 300, 200, 100, 50, and 20 in the run-up to the March 2025 index rebal event.
We expect two changes for ASX 50, one change for ASX 100, and seven changes for ASX 200. Separately we see eight ADDs and six DELs for ASX 300.
The official index changes will be announced after the close on Friday 7th March 2025.


Charter Hall Social Infrastructure REIT (CQE AU)

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

Sigma Healthcare

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