Global Index Mail Jun 08, 2026

研报英文原文证据摘录

Global Index Mail Jun 08, 2026

Pankaj Gupta, CFA AC Global Markets Strategy

(44-20) 7134-5483 08 June 2026 J P M O R G A N

pankaj.gupta2@jpmorgan.com

-Effective as close of Wednesday, June 10, 2026

• [Review Amendment] FTSE EPRA Nareit - Further to the FTSE EPRA Nareit Global

Real Estate Index Series Quarterly Review announcement released on 03 June 2026,

GemLife Communities Group (Australia) will no longer be added to the Index Series.

Upcoming Index Events

• FTSE All World All Cap Index Review: June 2026- On May 22, 2026, FTSE

announced the confirmed changes for its quarterly review of the FTSE All World All Cap

index series including additions and deletions. The announced changes will be

implemented after the close on June 19th (effective starting June 22nd open). We provide

summary tables for the rebalance trade and the names with biggest flows.

• FTSE Country Classification Review 2025:FTSE announced the results of the annual

review of country classification after the US market close on October 07, 2025.

Greece will be promoted to Developed Market status (DM) in conjunction with

the September 2026 semi-annual review. We estimate net passive outflow of

approximately $112.8 million from Greece. The estimated weight of Greece in the FTSE

DM All Cap Ex-US is expected to be around 0.27%, down from approximately 0.70%

in the FTSE EM All Cap Index. Vietnam will be promoted to Emerging Market status

(EM) in conjunction with the September 2026 semi-annual review subject to an

interim review in March 2026. We estimate 22 Vietnam stocks could be potentially

added to FTSE EM indices based on current market cap. The estimated passive inflow

could be around $1.3bn with an estimated weight of 0.34% in the FTSE Emerging Market

All Cap index.