In today’s briefing:
- Hong Kong Connect Flows Monthly: $7bn Inflows in November
- Northbound Flows Monthly: $9bn Inflows in November
Hong Kong Connect Flows Monthly: $7bn Inflows in November
- We analyze the monthly Hong Kong Connect flows with our data engine.
- We tabulate the top stocks by inflows, outlfows, and holding by mainland investors.
- We highlight inflows into Tencent, Wuxi Biologics, HKEx, Country Garden, and outflows from Meituan, ICBC, China Pacific, COSCO Shipping, Xiaomi.
Northbound Flows Monthly: $9bn Inflows in November
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Monthly inflows of $9bn was led by Financials (inflows of $2,658 million), Materials (inflows of $2,286 million), Consumer Discretionary (inflows of $1,779 million).
- We highlight inflows into Midea, Zijin Mining, Ping An Insurance, Moutai, Mindray, and outflows from Yangtze Power, Yunnan Energy New Material, Poly Developments, Wingtec, Shenhua.
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