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2026-09-30 17:16:00 CLSA released a weekly report on China market fund flows. Amid tightening global liquidity, foreign funds withdrew a total of HKD8.5 billion from Hong Kong stocks, with outflows concentrated in information technology (HKD6.6 billion), materials (HKD1.6 billion) and financials (HKD1.4 billion). The healthcare sector, which had continued to attract foreign inflows over the past month, also saw inflows slow to HKD2.2 billion this week, compared with a cumulative HKD21.3 billion over the previous four weeks. However, southbound funds continued to increase holdings in Hong Kong stocks. Southbound funds logged net inflows for 13 consecutive trading days, totaling RMB52 billion, including RMB20 billion in net inflows this week. YTD, aggregate net inflows reached RMB431.7 billion, marking the fourth-fastest pace of inflows in the past decade. This week, southbound funds actively bought information technology stocks, with total inflows of HKD14.6 billion. Since the deleveraging of A-share technology stocks in Jul 2026, margin trading turnover as a proportion of total market turnover has steadily fallen by 1.6 ppts from 10.1% at the end of Jun to a YTD trough of 8.5% on Sep 11. The ratio recently rebounded for the first time, rising a cumulative 0.7 ppts over two weeks to 9.2%, indicating that margin trading is regaining momentum. ~ AASTOCKS Financial News Website: www.aastocks.com | |