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...
321 Views
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...
263 Views
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...
255 Views
Mainland Connect NORTHBOUND Flows (To 7 June 2024): Large Renewables Buying Drive Small Net Buying
NORTHBOUND saw net buying this week. Large caps saw net selling but semiconductor names see ongoing buying. I expect semicaps will continue to see...
411 Views
Northbound Flows (Jun 7th): China Yangtze Power, Jinko Solar, Naura Technology, CNNP
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for China Yangtze Power, Jinko Solar, Naura Technology,...
328 Views