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2026-10-26 16:31:18 HSBC Global Investment Research published a research report stating that Asian funds cut their allocation to mainland China for the third consecutive month in September, while increasing active weights in S Korea and India. Global emerging market (GEM) funds also raised exposure to S Korea and India, with part of the funds coming from further reductions in Taiwan holdings, pushing Taiwan's underweight position to a record high. Overall, Asian funds remained overweight on S Korea and mainland China, while GEM funds continued to stay underweight on both markets. The bank noted that despite continued foreign capital outflows from the Indian stock market, both Asian and GEM funds have narrowed their underweight positions in India in recent months. However, among the GEM funds tracked by the bank, more than 75% still remained underweight on India, compared with 83% at the end of April. Funds also slightly reduced exposure to Singapore, mainly through trimming bank stocks. The underweight position in Taiwan was mainly driven by TSMC (2330.TW). Even excluding TSMC (2330.TW), the degree of underweighting by funds has continued to widen since April. The bank added that in mainland China, the overweight position in CATL (03750.HK) declined for the fifth consecutive month, while holdings in WUXI APPTEC (02359.HK) increased, alongside continued reductions in internet stocks. So far in October, Asian markets as a whole still recorded net foreign capital outflows, led by Taiwan and S Korea. S Korea has logged net selling by foreign institutions for the sixth consecutive month, with outflows totaling about USD140 billion year to date. In India, foreign investors also maintained net selling, with most sectors recording outflows, although information technology services bucked the trend with net inflows. Fund flow data also showed recent signs of capital rotation from Indonesia into Thailand. (su/ad)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |