*MSCI GLOBAL STANDARD INDEX*
*Additions*: Bajaj Finance, Havells, Yes Bank, Titan
Delections: RCom, REC, United Breweries
MSCI GLOBAL SMALL CAP INDEX
*Additions*: AB Fashion, Aegis Logistics, Ashoka Buildcon, Balrampur Chini, BOI Can Fin Homes, Canara Bank, Chennia Petro
MSCI GLOBAL SMALL CAP INDEX
Additions CCD, Essel Propack, HFCL,Jubilant Life, KPR Mills, Mahindra CIE, Narayana Health, Navkar, PNC Infra, RCom, Rec, SH Kelkar, Spicejet, Supreme Inds, V Guard
*Deletions:* Bombay Dyeing, GVK Power, Havells, Indian Bank, Jindal Saw, Ricoh, Trent, Vaibhav Global
Changes as of the close of May 31, 2016
--------------------
## Sales Note on MSCI - Flows
Up weight in
TTMT 200 mln
Baja fin 90 mln
Titan 88 mln
yes bank 80
Sells
UBL 45 mln
Recl 40 mln
Rcom 39 mln (FWD)
--------------------
#BAJAJ FINANCE is stock to watch...MSCI inclusion + CLSA model portfolio weight upped #stocks
#Chris Wood Model Portfolio: Bajaj Finance weight will be increased by one percentage point
*Additions*: Bajaj Finance, Havells, Yes Bank, Titan
Delections: RCom, REC, United Breweries
MSCI GLOBAL SMALL CAP INDEX
*Additions*: AB Fashion, Aegis Logistics, Ashoka Buildcon, Balrampur Chini, BOI Can Fin Homes, Canara Bank, Chennia Petro
MSCI GLOBAL SMALL CAP INDEX
Additions CCD, Essel Propack, HFCL,Jubilant Life, KPR Mills, Mahindra CIE, Narayana Health, Navkar, PNC Infra, RCom, Rec, SH Kelkar, Spicejet, Supreme Inds, V Guard
*Deletions:* Bombay Dyeing, GVK Power, Havells, Indian Bank, Jindal Saw, Ricoh, Trent, Vaibhav Global
Changes as of the close of May 31, 2016
--------------------
## Sales Note on MSCI - Flows
Up weight in
TTMT 200 mln
Baja fin 90 mln
Titan 88 mln
yes bank 80
Sells
UBL 45 mln
Recl 40 mln
Rcom 39 mln (FWD)
--------------------
#BAJAJ FINANCE is stock to watch...MSCI inclusion + CLSA model portfolio weight upped #stocks
#Chris Wood Model Portfolio: Bajaj Finance weight will be increased by one percentage point
#Q4 #EARNING #SEASON BEGINS:
(#APRIL)
#ALLIESFIN
12th - #TCS
12th - ANAND RATHI
12th - DHARANI SUGARS
12th - NATIONAL STANDARD
13th - #INFOSYS
13th - AVANTEL
15th - #HDFC BANK
17th - ANGEL ONE
18th - ICICI LOMBARD
18th - SCHAEFFLER INDIA
18th - #TATA COFFEE
18th - #ICICI SEC.
19th - TATA COMM.
20th - #HCL TECH
20th - ICICI PRU.
22nd - ICICI BANK
24th - MAHARASHTRA SCOOTERS
25th - #BAJAJ AUTO
25th - HDFC AMC
25th - #NESTLE INDIA
25th - ELECON
25th - #MAHINDRA CIE
25th - MAHINDRA LIFESPACES
25th - MAHINDRA HOLIDAY
26th - BAJAJ FINANCE
26th - HDFC LIFE
26th - LTTS
26th - POONAWALLA FINCORP
26th - UTI AMC
27th - #AXIS BANK
27th - BAJAJ FINSERV
27th - WIPRO
(#APRIL)
#ALLIESFIN
12th - #TCS
12th - ANAND RATHI
12th - DHARANI SUGARS
12th - NATIONAL STANDARD
13th - #INFOSYS
13th - AVANTEL
15th - #HDFC BANK
17th - ANGEL ONE
18th - ICICI LOMBARD
18th - SCHAEFFLER INDIA
18th - #TATA COFFEE
18th - #ICICI SEC.
19th - TATA COMM.
20th - #HCL TECH
20th - ICICI PRU.
22nd - ICICI BANK
24th - MAHARASHTRA SCOOTERS
25th - #BAJAJ AUTO
25th - HDFC AMC
25th - #NESTLE INDIA
25th - ELECON
25th - #MAHINDRA CIE
25th - MAHINDRA LIFESPACES
25th - MAHINDRA HOLIDAY
26th - BAJAJ FINANCE
26th - HDFC LIFE
26th - LTTS
26th - POONAWALLA FINCORP
26th - UTI AMC
27th - #AXIS BANK
27th - BAJAJ FINSERV
27th - WIPRO