Market participants and analysts are closely monitoring the upcoming MSCI Index changes, with a key announcement scheduled for November 6, 2025. For India, the announcement will be made early morning on November 7, just before the markets open. These changes will take effect from November 26, with fund flows expected to begin on November 25.
Analysts currently anticipate that five stocks have a high probability of being added to the MSCI Standard Index, while one stock has a borderline chance of inclusion. The six stocks under consideration include:
If all six stocks are included, inflows of $190 million to $313 million per stock are expected. Walas, in particular, could see inflows of around $300 million if included in the index.
HDFC Bank’s weightage in the MSCI Standard Index is projected to increase by 1.6 percentage points. This could drive inflows of approximately $1.5 billion to $1.9 billion into the stock.
A few notable names could be added to the MSCI Small Cap Index, leading to higher fund inflows:
With these anticipated changes, market participants should keep a close eye on key stock movements and trade accordingly. The announcement on November 7 will provide final confirmation, and the impact on the market will start materializing as we approach November 26. Stay updated for further developments on MSCI’s index adjustments.
