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Janaghan Jeyakumar, CFA

Janaghan Jeyakumar, CFA
Pan-Asia Index Flows & Special Situations
Quiddity Advisors

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Equities Index Rebalance
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25 Mar 2025 08:25

Quiddity Leaderboard F100/F250 Jun25: Multiple High-Impact Intra-Review Index Additions Likely

Most of the intra-review replacement candidates have well in excess of 10x ADV to buy if they get added to the F250 index. Some of these names...

21 Mar 2025 07:23

Quiddity Leaderboard CSI Medical Jun25: Three ADDs/DELs Likely; >2x ADV to Trade for Most Names

Most of the expected ADDs/DELs have 2x-6x ADV to trade. We estimate the CSI Medical June 2025 index rebalance to trigger flows of US$166mn one-way.

20 Mar 2025 09:56

Quiddity Leaderboard STAR 50/100 Jun25: ~US$1bn+ One-Way; Multiple Changes and Conviction Levels

We estimate US$833mn and US$275mn one-way flows for STAR 50 and STAR 100 respectively. Some are high-conviction index changes and the other are low...

20 Mar 2025 06:04

Quiddity Leaderboard ChiNext & ChiNext 50 Jun25: US$1.4bn Total One-Way Flows; Basket Trade Idea

There could be ~US$1.1bn and ~US$300mn one-way flows for ChiNext and ChiNext 50 respectively. There is one change in the expected ADDs/DELs for...

19 Mar 2025 08:20

Quiddity Leaderboard CSI 300/​​500 Jun25: US$6bn+ One-Way Flows; One Intra-Review Addition Soon

There could be US$2.2bn and US$4.1bn one-way flows for CSI 300 and CSI 500 respectively. Some CSI 500 ADDs could outperform the CSI 300 index over...

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