MSCI Rejig 2026: Adani, Laurus, Biocon In; What It Means For Stocks & Passive Fund Flows | What's Hot

The upcoming MSCI index rebalancing is set to bring changes for several Indian stocks, with Adani Group companies, Laurus Labs and Biocon among the key inclusions, while some stocks may exit the index. Kranthi Bathini, Director of Research, WealthMills Securities, believes the near-term impact could remain limited as foreign portfolio investor (FPI) flows into India remain subdued. He says passive inflows alone may not trigger a major rally unless overall FPI sentiment improves. Investors should closely track crude oil prices, global market sentiment, and foreign fund flows, as these factors are likely to have a bigger influence on market performance.