In today’s briefing:
- Hong Kong Connect Flows: $7.3bn of Inflows in September
- Northbound Flows Monthly (September): $5.3bn of Outflows
Hong Kong Connect Flows: $7.3bn of Inflows in September
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outflows, and holding by mainland investors.
- We highlight inflows into ICBC, CCB, Meituan, Innovent Biologics, Xpeng and outflows from Petrochina.
Northbound Flows Monthly (September): $5.3bn of Outflows
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- We estimate the outflows to be $5.3bn in September and consumer discretionary, and health care sectors led the inflows.
- We highlight inflows into BYD, Bank Of Jiangsu, Wuxi Apptec and outflows from CATL, Moutai, Wuliangye.
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