In today’s briefing:
- Hong Kong Connect Flows (August): $8.8bn Outflows
- Northbound Flows Monthly (August): $12.8bn Outflows
Hong Kong Connect Flows (August): $8.8bn Outflows
- 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 Meituan, CCB, China Mobile, CNOOC, HKEX.
Northbound Flows Monthly (August): $12.8bn Outflows
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- We estimate the outflows to be $12.8bn in August and consumer staples, and financials sectors led the outflows.
- We highlight flows for CATL, Wuxi Wapptec, Fuyao Glass, Foxconn Industrial, CMB, Wuliangye, Mindray, Moutai, Longi Green.
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