本报告为摩根大通全球量化与衍生品策略团队发布的《全球指数邮件》，梳理近期全球主要指数调整及被动资金流向。指数调整方面：MSCI印度小盘股因发起人通过大宗交易减持4006万股，MSCI维持其股份数并上调DR AGARWAL'S HEALTH CARE的自由流通比例，预计指数跟踪需求约94.9万股（约343%成交量）；PolyPeptide Group因被Samsung Peptide收购且自由流通比例低于20%，将被剔除出SPI及SPI Extra指数；Beazer Homes USA将剔除出MSCI DM Small Cap，Weave Communications在Francisco Partners以每股7.40美元现金收购完成后将剔除出罗素2000指数。
This Global Index Mail from J.P. Morgan's Global Quantitative and Derivatives Strategy team summarizes recent global index changes and related passive flows. Index events: On MSCI India Small Cap, promoters sold 40,060,000 shares via block sale, so MSCI maintains NOS and increases the FIF/DIF of DR AGARWAL'S HEALTH CARE, with estimated indexer demand of 0.949 million shares (343% of volume). PolyPeptide Group will be removed from the SPI and SPI Extra indices following the takeover by Samsung Peptide AG with free float below 20%. Beazer Homes USA will be deleted from MSCI DM Small Cap, and Weave Communications will be removed from the FTSE Russell Indexes upon completion of its acquisition by Francisco Partners for $7.40 per share in cash. Upcoming events: MSCI's 2026 Country Classification Review reclassifies Bulgaria from Standalone to Frontier Market in one step during the May 2027 review, with Indonesia and Turkey under assessment, and Greece confirmed to upgrade from EM to DM in t