According to @business, the number of Chinese companies in MSCI’s global stock indices has increased for the first time in nearly two years, positioning China equities for incremental passive inflows as index trackers adjust weights; source: Bloomberg. Traders should track the MSCI Global Quarterly Index Review announcement and effective dates for rebalancing-driven turnover in MSCI-tracking funds including iShares MSCI Emerging Markets EEM and IEMG, iShares MSCI China MCHI, and iShares ACWI ACWI; source: MSCI index review calendar and iShares fund pages. MSCI’s methodology notes that index additions and deletions trigger replication trades by passive assets under management, creating measurable flows and turnover around reconstitution events; source: MSCI Global Investable Market Indexes methodology and Index Review FAQs. For crypto, IMF research shows BTC and ETH have become more correlated with global equities since 2020, so crypto traders often monitor major equity index events for potential cross-asset volatility; source: International Monetary Fund analysis on crypto–equity correlation.

According to @EricBalchunas, Hao Hong stated at the Bloomberg HK ETF event that Chinese stocks are set to replace property as the primary investment for Chinese citizens, making China equities a good bet for the next decade (source: @EricBalchunas on X, Oct 15, 2025; remarks attributed to Hao Hong at the Bloomberg HK ETF event). For traders, this frames a rotation thesis toward onshore A-shares and HK-listed China equity ETFs as practical vehicles to capture potential reallocations of domestic savings if the shift unfolds (source: @EricBalchunas on X, Oct 15, 2025; Bloomberg HK ETF event context). No direct crypto impact was cited, and Mainland cryptocurrency trading remains restricted under the People’s Bank of China’s September 24, 2021 notice, limiting immediate spillovers into digital assets (source: People’s Bank of China notice on further preventing virtual currency trading risks, Sept 24, 2021).