In today’s briefing:
- Northbound Flows (1Q2025): BYD, Naura Technology, Cmb, Yangtze Power, Weichai Power
Northbound Flows (1Q2025): BYD, Naura Technology, Cmb, Yangtze Power, Weichai Power
- We analyze the 1Q2025 Shanghai/Shenzhen northbound Connect flows with our data engine as the exchange changed the rule to only disclose north bound position once a quarter.
- We estimate that the inflows in 1Q2025 were US$1,760 million and holdings were US$307 billion, compared to outflows of US$20 billion in 4Q.
- We highlight flows for BYD, Naura Technology, Cmb, Yangtze Power, Weichai Power.
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