ETF report: Portfolio Forecast FTSE GEIS 2026H2 - Acbs
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ETF report: Portfolio Forecast FTSE GEIS 2026H2

13/07/2026 - 1:53:31 CH
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OVERVIEW

According to FTSE Russell’s FAQ on Vietnam’s market upgrade, published in April 2026, Vietnam will be officially reclassified as a Secondary Emerging Market during the September 2026 review. The key updates are summarized below:

Key timeline: The list of Vietnamese securities eligible for the FTSE Global All Cap Index will be announced on August 21, 2026, with the changes taking effect on September 21, 2026.

Based on FTSE’s index ground rules and market data as of the June 30, 2026, we estimate that 19 Vietnamese securities will qualify for inclusion in the FTSE GEIS, comprising 4 large-cap, 1 mid-cap, and 14 small-cap constituents.

Based on our estimates, Vietnamese equities could attract approximately USD 128 million (VND 3.37 trillion) of net passive inflows during the September 2026 rebalancing.

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