Abstract: MSCI adds 33 names to MSCI China and deletes 32, effective 1 Sep 2026. The ADDs include 31 A-shares and 2 HK stocks, the DELETEs 25 and 7. Our ADD Hit rate was 15 of 16 announced (94%), with 1 false positive in 16 calls. DELETE Hit rate was 9 of 12 (75%). All announced 33 ADDs enter the bridge after a +20.3% average run. We won't chase gap-ups.
KINGBOARD HLDG, KNOWLEDGE ATLAS, CHERY AUTOMOBILE, CNBM, HEBEI CHANGSHAN BIOCHEMICAL PHARMACEUTICAL, WINGTECH TECHNOLOGY, ANHUI TONGGUAN COPPER FOIL, NANYA NEW MATERIAL TECHNOLOGY, JIUJIANG DEFU TECHNOLOGY, TONGKUN, GCL TECHNOLOGY, LEO, CHENGTUN MINING, GUOCHENG MINING, BLUEPARK NEW ENERGY TECHNOLOGY, HUNAN VALIN STEEL
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