Mainland Connect NORTHBOUND Flows (To 1 Dec 23): Back to Net Buying Led by Autos, SZ Inovance, HSR
Quiddity NORTHBOUND Mainland Connect Monitor: Net buying resumes. EVs see rebound flows on BYD. Shenzhen Innovance and Beijing Shanghai HSR are two...
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China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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Northbound Flows (May 10th): Moutai, CMB, Inovance, Haier Smart Home, Luxshare Precision, Nari
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CMB, Inovance, Haier Smart Home, Luxshare...
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Mainland Connect NORTHBOUND Flows (To 10 May 2024): So-So Volumes, As Did Not Play Catchup
NORTHBOUND tried to rally flows to catch up to the HK move over the holiday and could not. After Monday, 3 of 4 days were outflows. Local investors...
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