In today’s briefing:
- Northbound Flows (November): Inflows (Consumer Staples, Healthcare) Offset by Outflows (Financials)
Northbound Flows (November): Inflows (Consumer Staples, Healthcare) Offset by Outflows (Financials)
- We analyze the monthly Shanghai/Shenzhen northbound Connect flows with our data engine.
- Consumer Staples (inflows of $818 million) led the inflows. Financials ($1,109 million worth of outflows), Materials ($1,131 million worth of outflows) led the outflows.
- We highlight inflows into Moutai, Hygon Information Technology, Shanghai United Imaging Healthcare, Mindray, China Yangtze Power, Shenzhen Inovance Technology.
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