Mainland Connect NORTHBOUND Flows (To 12 July 2024): Finance, Industry, Infotech Bought

397 Views14 Jul 2024 16:05
SUMMARY
  • The Quiddity Mainland Connect NORTHBOUND Monitor. Like the A/H Premium Monitor and HK Connect SOUTHBOUND Monitor. Lots of Flows/Position Tables and Charts with which to play.
  • Last week saw NORTHBOUND net BUY RMB +15.9bn of A-shares. NORTHBOUND bought Financials, Industry, Infotech, etc. They sold Communications (which was a HUGE SOUTHBOUND buy) and Pharma/Healthcare.
  • It is notable that net flows as a percentage of value traded are clearly "short gamma", which is to say, sector underperformers are being sold, sector outperformers being bought.
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