One of the key reasons behind India’s stock market boom has been the doubling of its weighting in the MSCI indices.
Take a look at the 2019 vs 2024 weightings. China has been the clear loser, seeing its weighting cut by 1/3. These passive flows into India are significant.
$iShares MSCI India ETF(INDA)$ $iShares MSCI China ETF(MCHI)$ $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares MSCI Emerging Markets ETF(EEM)$
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https://x.com/BrianTycangco/status/1830540785760293220
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