Recently, the market has reported that MSCI has transferred 48 A-shares, which has attracted widespread attention. However, what exactly is the reason behind this? Is there a problem with these ** themselves, or is it due to other factors?
First of all, we need to be clear: MSCI February Dynamic Incentive Plan Transfers in and Out are based on a series of technical factors, such as market capitalization, liquidity, industry representativeness, etc. This is not directly related to the quality of the ** itself. Therefore, we cannot simply classify the transferred ** as a "problem stock".
Of course, for investors, this adjustment of MSCI will undoubtedly have a certain impact. But on the whole, this adjustment has little impact on the A** field. On the one hand, the inclusion of A-shares in the MSCI Emerging Markets Index has not changed. On the other hand, the market capitalization of transfers in and out** is basically balanced, which means that the weighting of A-shares in the MSCI Emerging Markets Index has not been materially affected.
However, this incident also reminds us that the investment market is volatile and investors need to remain vigilant. When choosing investment targets, we should not only pay attention to the company's fundamentals, but also pay attention to the impact of the overall market environment, policies and other factors. Only in this way can you be invincible in the investment market.