Report
Cole Akeson

MSCI August Rebalancing Preview - Little to Say for August, Looking Ahead to November

MSCI is to release the results of the quarterly index review after 23:00 Central European time tonight, August 10. Any changes announced come into effect on Friday, September 1. We expect no changes in the August rebalancing for the MSCI Russia, so in this note we instead share some preliminary thoughts on the November semiannual rebalancing. Specifically, we focus on three stocks: Sistema, Aeroflot and Polyus. Of course, market movement between now and October will require revisions to our estimates at a later date before the November rebalancing.
Provider
Sberbank
Sberbank

​Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

Analysts
Cole Akeson

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