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
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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