CXMT’s Absence Leaves CSI 300 Missing China’s Biggest Stock
THE SO WHAT
Keeping memory giant CXMT out of the CSI 300 until at least 2027 means China’s flagship index is structurally underweight a core piece of its semiconductor stack. Global allocators tracking the benchmark will be mis‑aligned with China’s actual chip exposure, which matters if you’re planning around where capital—and policy attention—will really land.
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