As for other opinions, they vary:
FINTS: MSCI inclusion to rekindle global interest in Chinese equities
WSJ: Analysts Skeptical MSCI Index Will Include China A-Shares
Reuters: Goldman Sachs raises odds of China share inclusion in MSCI indexes to 70 percent
Barron's: Goldman Sees Huge Buying Into China ADRs Upon Full MSCI Inclusion
Goldman Sachs estimates that Alibaba (BABA), Baidu (BIDU) and JD.com (JD) will represent 8.4%, 5.2% and 1.7% in MSCI China, and 2.2%, 1.4% and 0.5% in MSCI Emerging Markets.
We can expect to see a large amount of inflow upon the full MSCI inclusion. Assuming $1.5 trillion is tracking MSCI Emerging Markets, Goldman estimates the inclusion of the 2nd tranche could usher in $43 billion of net buying - 87% active and 13% passive – for 13 Chinese ADRs, taking an average 14.4 days of net buying at the stock level.
Apart from the three mentioned above, the other ten stocks are: NetEase (NTES), Ctrip.com (CTRP), Qihoo 360 (QIHU), New Oriental (EDU), Vipshop (VIPS), 58.com (WUBA), TAL Education (XRS), Qunar (QUNR), Soufun (SFUN) and YY (YY).
iFeng: 外资机构:纳入MSCI指数也救不了A股 还会继续下跌
"Even if China A-shares are included in the MSCI World benchmark index, the immediate effect will be very small, the possibility of a sustained rebound is unlikely," China economist Kay cast macro in London Chang Liu said in a report released Tuesday He wrote, "the Shanghai index is still higher than 2014 levels, that is, before the bubble began to swell up to 40%, all in the future there is still the possibility of further decline."
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