China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
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Last Week in Event SPACE: Benefit One, Guoco, Outsourcing, Hang Lung, Hollysys, Dalek
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Northbound Flows (December): Five Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for December and highlight flows for CATL, Mindray, Will Semi, BYD, Wuxi Apptec, CMB, Wuliangye,...
314 Views
Mainland Connect NORTHBOUND Flows (To 5 Jan 2024): Big Names Sold, Banks Bought
NORTHBOUND saw some outflow in the first week after a huge net buy the last week of the year. Large cap liquid names KM and CATL were sold. Banks...
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Mainland Connect NORTHBOUND Flows (To 29 Dec 23): Renewables Are a BIG NET BUY This Week
Very strong "week" of net NORTHBOUND inflows this week, with Weds+Thursday seeing RMB 19bn of inflow on strong volume. Thurs HUGE volume....
319 Views