Group 1 - The core viewpoint of the report indicates a significant increase in net inflows for equity ETFs, rising from $15.1 billion to $55.3 billion, while bond ETFs also saw an increase from $10.3 billion to $17.3 billion [9][70]. - Developed markets experienced a rebound in equity ETF net inflows, whereas emerging markets saw a slight decline [64][70]. - The report highlights that the industrial and utility sectors saw notable inflows, with respective proportions of 2.9% and 1.5% of total inflows [9][84]. Group 2 - In terms of regional fund flows, China saw a weekly net inflow of $3.1 billion, a slight decrease from the previous week, while Hong Kong had a net inflow of $1.6 billion, showing a minor increase [16][43]. - Japan transitioned from three weeks of net outflows to a net inflow of $2.7 billion, with a total net inflow of $13.8 billion over the past six months [49][16]. - The report notes that the net inflow for equity funds in China over the past six months totaled $53.5 billion [43]. Group 3 - The report details that the midstream sector saw a net inflow exceeding $2 billion, marking the highest level in nearly six months [89]. - The downstream sector also experienced a significant net inflow of $4 billion, indicating a notable increase compared to previous weeks [91]. - Large-cap style ETFs had a net inflow of $36.8 billion, which is three times the amount from the previous week, while small-cap style ETFs reached a six-month high with a net inflow of $10.1 billion [94][110].
全球资金流向跟踪2024W29:全球权益资金开始回流,关注日本和香港市场
Huaxin Securities·2024-07-21 11:30