Group 1 - MSCI announced significant adjustments to its flagship index system, with 42 new stocks added and 56 existing stocks removed from the MSCI ACWI index, effective after the market close on August 26 [2][14] - The adjustments include a notable increase in Hong Kong stocks being added to the MSCI China Index, with 14 new stocks included [3][15] - The newly added A-shares include companies such as Zhinanzhen, CITIC Bank, and Giant Network, with notable year-to-date performance increases [4][7] Group 2 - The newly added Hong Kong stocks include companies like 3SBio, CITIC Financial Assets, and Meitu, with significant year-to-date gains [5][9] - Historical data suggests that stocks added to the MSCI index tend to experience increased trading volume and price volatility around the adjustment date, with potential for excess returns in the following days [10][12] - Recent reports from international agencies indicate a growing interest in Chinese assets, with several foreign institutions raising their ratings for the Chinese stock market [15]
时报图说丨MSCI重要调整来袭,可能带来何种影响?
Zheng Quan Shi Bao Wang·2025-08-13 11:52