MSCI(US:MSCI) Shang Hai Zheng Quan Bao·2025-11-06 23:59Core Insights - MSCI announced the results of its November index review, adding 26 stocks to the MSCI China Index, including 17 A-shares and 9 H-shares, while removing 16 A-shares and 4 H-shares [1] - The adjustments will take effect after the market closes on November 24, 2025, with significant implications for passive fund tracking [3] MSCI Index Adjustments - The MSCI China Index is part of a broader set of indices, including the MSCI China A-shares Onshore Index and the MSCI China All Shares Index, with the MSCI China Index being particularly significant as it is embedded in the MSCI Emerging Markets Index [1] - The number of new A-share inclusions in this review is notably higher than in previous adjustments this year, which had single-digit additions [2] Global Market Context - In the global context, the MSCI ACWI added 69 stocks and removed 64, with notable new inclusions from sectors like cloud services and biopharmaceuticals [2] - The largest new additions to the MSCI Emerging Markets Index include companies from Indonesia and Hong Kong [2] Market Sentiment and Predictions - Recent reports from foreign institutions indicate a positive outlook on A-shares and Chinese innovative companies, with Goldman Sachs raising its forecasts for China's export growth and GDP growth [3] - Goldman Sachs predicts a 5% to 6% annual growth in China's export volume over the next few years, leading to an upward revision of the actual GDP growth forecast to 5.0% for 2025 [3] - Nomura Securities has also expressed optimism regarding the Asian market's profit growth cycle, adjusting target levels for the MSCI China Index and other Asian indices [3]