Mainland Connect NORTHBOUND Flows (To 28 Mar 2024): NB Turns Net Buyer Again, Flows Go Idiosyncratic
Mainland NORTHBOUND Connect saw net buying, rebounding from last week's net sell. Foreigners are buying the dip again. Flows are becoming more...
448 Views
China Healthcare Weekly (Mar.22)-TCM Injection Revive, China CXO Lag Behind in GLP-1, United Imaging
TCM injection market would end its years of decline and enter a period of rapid growth again. As MNCs rethink supply chain issues, China CXOs would...
393 Views
Northbound Flows (Mar 8th): China Yangtze Power, CATL, Tongwei, Foxconn Industrial Internet
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for China Yangtze Power, CATL, Tongwei, Foxconn...
391 Views
Northbound Flows (Feb): $9.3bn Inflows in Feb
Analysis of Shanghai/Shenzhen northbound Connect flows shows record monthly inflows of US$9.3bn, led by financials, consumer staples, and...
300 Views
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...
495 Views