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 F100/F250 Jun25: One High-Impact Intra-Review Change Soon; More Changes Later

Quiddity Leaderboard NIFTY Sep25: Multiple Changes to Expectations

Quiddity Leaderboard T50/​​​100 Jun25: Base Date Ranks; Final Expectations

TOPIX Inclusions: Who Is Ready (Apr 2025)

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

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

TOPIX Index Upweights: Great Hit Rate; Strong Trade Performance; A Rare Win!

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, BSE 100, and BSE 200 indices in the June 2025 index rebal event.</li>
<li>As things stand, there could be two index changes for the SENSEX index.</li>
<li>There could be three ADDs/DELs for the BSE 100 index and eight ADDs/DELs for the BSE 200 index.</li>
</ul>


In this insight, we take a look at the Potential ADDs/DELs for the BSE SENSEX, BSE 100, and BSE 200 indices in the June 2025 index rebal event.
As things stand, there could be two index changes for the SENSEX index.
There could be three ADDs/DELs for the BSE 100 index and eight ADDs/DELs for the BSE 200 index.


AU Small Finance Bank Limited (AUBANK IN)

Quiddity 리더보드 BSE/​​​​SENSEX 6월 25일: 페어 트레이드가 강력한 알파를 제공합니다. 더 많은 페어 트레이드 아이디어

Trent Ltd

Quiddity 리더보드 BSE/SENSEX 6월 25일: 페어 트레이드가 강력한 알파를 제공합니다. 더 많은 페어 트레이드 아이디어

Trent Ltd

Quiddity 리더보드 BSE/​​​​SENSEX 6월 25일: 페어 트레이드가 강력한 알파를 제공합니다. 더 많은 페어 트레이드 아이디어

Quiddity 리더보드 BSE/SENSEX 6월 25일: 페어 트레이드가 강력한 알파를 제공합니다. 더 많은 페어 트레이드 아이디어