MSCI rejig: Which stocks may see the biggest inflows & outflows?

Résumé détaillé

In a significant update, MSCI has revealed modifications to its indices, impacting several Indian stocks starting November 30. This shift is predicted to boost India's…

MSCI announced several additions and exclusion of Indian stocks to its indices, increasing India’s overall weight in the MSCI Emerging Markets Index to 11.7%, which Nuvama believes will lead to passive inflows of around $2 billion. The brokerages listed out which stocks may see the biggest inflows and outflows following the changes that will take effect from November 30 onwards.

MSCI will add Coforge shares to its standard India index. Nuvama expects the IT services company to attract the largest inflows, worth $630 million, following its inclusion in the international index. Subsequently, Coforge shares will be excluded from the Smallcap Index. Nuvama expects its exclusion to result in outflows worth $97 million. Coforge shares have fallen more than 2% in one week but gained over 10% in one month and 22% in 2026 so far. In the longer term, the shares of the company delivered positive returns of more than 97% in three years and 87% in five years.

Also read | MSCI rejig: LIC, Meesho, Coforge set to gain from index inclusion. How much inflows could they attract?​

LIC was also among the stocks added by MSCI to its standard index. The insurance behemoth is likely to see inflows worth $468 million as a result of the inclusion, Nuvama estimates. The stock has fallen over 1% in one week but gained 3% in one month. It however fell 11% in one year but gained over 32% in three years.

Adani Green Energy is expected to see inflows worth $348 million as a result of its inclusion in the MSCI standard index, according to Nuvama. The shares of the company have gained around 12% in a month and 39% in 2026 so far. In the longer term, Adani Green Energy shares have delivered positive returns of more than 50% in three years and 10% in five years.

MSCI announced that Meesho will be added to its standard index following the November rejig. Nuvama sees the e-commerce firm seeing inflows worth $307 million as a result.

PI Industries meanwhile will be excluded from the MSCI standard index during…

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