FTSE Russell raises VN weight, boosting inflows

FTSE Russell raises VN weight, boosting inflows

FTSE Russell raised Vietnam’s weighting across all four relevant indices, while the list of Vietnamese constituents remained unchanged from the August 21 announcement. Based on the updated weightings, we raise our base-case estimate for total passive inflows to USD1.509bn, implying USD150.9mn in the first 10% tranche and USD301.9mn, USD528mn, and USD528mn in the subsequent tranches. VIC, VHM, HPG, VCB, and MSN are expected to capture the largest inflows, accounting for 62.2% of total estimated inflows, with VIC alone contributing 40.5%; the first tranche will be effective on September 21, 2026.