According to @EricBalchunas, emerging markets ETFs posted a record month of inflows in the first two weeks of January after a strong Q4, with 72 different funds taking in cash (source: @EricBalchunas). He noted that IEMG is leading among retail and model-driven allocations while EEM is leading among traders and institutions, indicating broad-based participation across investor types (source: @EricBalchunas). He added that this breadth and leadership show clear activity building in EM equity exposure (source: @EricBalchunas).

According to @business, the number of Chinese companies in MSCI’s global stock indices has increased for the first time in nearly two years, positioning China equities for incremental passive inflows as index trackers adjust weights; source: Bloomberg. Traders should track the MSCI Global Quarterly Index Review announcement and effective dates for rebalancing-driven turnover in MSCI-tracking funds including iShares MSCI Emerging Markets EEM and IEMG, iShares MSCI China MCHI, and iShares ACWI ACWI; source: MSCI index review calendar and iShares fund pages. MSCI’s methodology notes that index additions and deletions trigger replication trades by passive assets under management, creating measurable flows and turnover around reconstitution events; source: MSCI Global Investable Market Indexes methodology and Index Review FAQs. For crypto, IMF research shows BTC and ETH have become more correlated with global equities since 2020, so crypto traders often monitor major equity index events for potential cross-asset volatility; source: International Monetary Fund analysis on crypto–equity correlation.