Abstract: ASX 200 Sep 2026 had 5 ADDs and 5 DELETEs. With weeks two to four after implementation complete, we review current-cycle performance vs our reference data. ADD first-week returns were mixed, as in past cycles, but most ADDs then fell in weeks two to four, where past ADDs were flat on average. Most DELETEs gained in the first week, while most past DELETEs fell, and most then fell in weeks two to four.
Sunrise Energy Metals, Weebit Nano, Elsight, Service Stream, Smart, Pantoro, Tuas, Grain, Event Hospitality and Entertainment, GQG Partners Inc DRC
Research on index reviews and inclusion events across Asia Pacific, including MSCI, Hang Seng (HSI, HSCEI, HSCI), HS TECH, CSI 300, STAR50, NIFTY and Stock Connect changes. Coverage runs from rebalance forecasts through post-announcement positioning, pre-implementation updates and post-implementation reviews, using the price patterns of past events.
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