Pan-Asia Index Flows & 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.

Pan-Asia Index Flows & Special Situations

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

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

Quiddity Primer for CSI 300/500 Index Rebalance Events

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

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

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

Guangshen Railway Co Ltd A / Index Rebalance

<ul>
<li>CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.</li>
<li>In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in June 2025.</li>
<li>Currently, we see 7 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.</li>
</ul>


CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.
In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in June 2025.
Currently, we see 7 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index.


Guangzhou Tinci Materials Technlgy (002709 CH)

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

Guangshen Railway Co Ltd A

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

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