In today’s briefing:
- Mainland Connect NORTHBOUND Flows (To 17 Nov 23): Net Sales Again, Dominated by Financials
Mainland Connect NORTHBOUND Flows (To 17 Nov 23): Net Sales Again, Dominated by Financials
- This is the somewhat-brand-spanking-new Quiddity Mainland Connect NORTHBOUND Monitor. We work off the same presentation as the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor.
- The same five names continue at the top of the gross flows list – Kweichow Moutai, Contemporary Amperex, Zhongji Innolight, Foxconn, and this week Longi Green Energy. Nets are smaller.
- Last week, NORTHBOUND was again net sellers, showing three weeks ago (the only weekly net buy in months) may have been a fluke.
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