August 4, 2025 11:02 AM GMT China/Hong Kong Consumer | Asia Pacific Southbound Trading Tracking The month of July saw inflows to the 27 major HK-listed consumer stocks we cover in the Shanghai/Shenzhen-Hong Kong Stock Connect. Overall trends for July 1-31: Average Southbound holdings as a percentage of free float were up by 0.8ppt MoM last month for the 66 major HK-listed consumer stocks eligible for Connect trading (35 under our coverage). 2025 YTD: Average net flows (simple average) as a percentage of fre ...