Review period complete. We forecast 4 adds, 5 deletes with some close names. Passive trading impact is 2.3-16x ADV. Adds outperformed deletes early on, but have settled in a range last few months.
What is covered in the Full Insight:
Introduction to KOSPI200 Index Rebalance
KOSPI200 Index Methodology
Potential Changes in December
Estimated Flows and Stock Charts
Conclusions and Sectoral Impacts
SUMMARY
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