Bloomberg/Beijing/Moscow
MSCI Inc will allow some companies with overseas stock-market listings in its equity indexes, opening the door to China’s Alibaba
Group Holding while excluding Russian firms amid economic sanctions.
Companies with listings outside their home country will be eligible for entry into MSCI’s global indexes starting in November,
the New York-based company said in an e-mailed statement dated January 15. Russian shares will remain excluded because of
investor concerns, MSCI said, without elaborating.
Alibaba, Baidu and other Chinese technology companies with US listings may be among the biggest winners from the change as
investors with an estimated $9.5tn benchmarked to MSCI indexes buy the stocks. For Russia, the snub is the latest blow to a stock
market that’s tumbled 45% in dollar terms during the past 12 months amid falling oil prices, a tumbling rouble and sanctions over
the conflict in Ukraine.
“MSCI is trying to protect its clients, investors in index funds, from the consequences of sanctions against Russia,” Oleg Popov,
a money manager at Allianz Investments in Moscow, said by e-mail on Friday. “The word Russia bears a negative connotation for
investors right now.” MSCI said it will continue monitoring the situation in Russia and may revisit its decision “in due
course.” On July 31, MSCI introduced indexes that exclude Russia for clients seeking to avoid exposure to the country.
During the November 2015 semi-annual index review, foreign-listed companies will become eligible for inclusion in MSCI indexes
for Hong Kong, China, Bahrain, Mauritius, Ukraine and Romania. The stocks will also be considered for MSCI’s global indexes, such
as the MSCI All-Country World Index.
An employee walks past a logo of the Alibaba Group at its headquarters on the outskirts of Hangzhou, Zhejiang province. Alibaba, Baidu and other Chin