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More on Chinese stocks being delisted from indexes – this time is MSCI

MSCI move follows this from yesterday: FTSE/Russell says it will delete around 20 Chinese stocks from its indexes

FTSE/Russell said they’ll be deleting around 20 Chinese stocks after feedback on the US Executive Order that halts US investment in firms with links to the Chinese military info
MSCI is similar, will delist from July 26.
China’s abrupt crackdown on Didi hasn’t helped either.

China stock markets – MSCI raises weighting for China stocks in its indexes

The reweighting from MSCI was announced earlier in August but it takes effect today

As a reminder:
  • MSCI has raised the inclusion factor of Chinese large-cap stocks from 10 to 15%
This is expected to bring in 22bn USD in foreign inflows. Which is timely given the sliding yuan I guess (PBOC might get a day off from worrying about capital outflow). Given the move was announced weeks agao there shouldn’t be too mcun spot impact now.

Six reasons why US stock markets have trounced the rest of the world

The lessons of equity markets don’t apply universally

It’s the US independence day holiday and this chart should give Americans more to cheer about than any other.
The lessons of equity markets don't apply universally
It shows equity returns since 1985 and the S&P 500 absolutely crushes every other major global index. The only one that’s even close is the MSCI World Index and that’s partly because it contains a heavy weighting in US equities.
Corporate America  truly is the champion of the world.

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10 worst performing stock markets in 2014

10. Malaysia – Bursa Malaysia stock exchange

Loss in 2014: -10pc

How to access this market: The best route to this stock market is via the iShares MSCI Malaysia ETF, which tracks the up and down movements of shares listed in Malaysia. 

9. Mexico – Bolsa Mexicana de Valores SAB de CV stock exchange

Loss in 2014: -12pc

How to access this market: One option is to buy a fund that has a significant chunk of its money in Mexican shares, such as the Blackrock Latin American Investment trust, which has around 30pc of its money in the country. Alternatively there is SPDR MSCI Mexico Quality Mix ETF and the iShares MSCI Mexico Capped ETF. 

8. Brazil – Bovespa stock exchange (more…)

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