Abstract: MSCI China June 2026 added 21 stocks and deleted 24. With the first implementation week complete, we review current-cycle performance vs history. A-share ADDs split by velocity. High-vel gains centered on Yangtze, while Mid- and Low-vel names fell further after implementation. HK DELETEs had the weakest bridge return in the study history and partially recovered to +1.4% in the first implementation week. The recovery came from two names and was not basket-wide.
OFILM, MEITU, AVICHINA INDUSTRY & TECHNOLOGY, CHINA CITIC FINANCIAL ASSET MANAGEMENT, JIANGSU HOPERUN SOFTWARE, YANGTZE OPTICAL ELECTRONIC, BEIJING ROBOROCK TECHNOLOGY
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