新兴市场每周资金流向监测-南向周五创单日买入纪录；EPFR 初步数据显示共同基金 7 月增加中国敞口；MSCI 再平衡分析

15 August 2025 | 7:45PM BST EM Weekly Fund Flows Monitor Southbound saw record daily buying on Fri (+US$4.6bn); EPFR prelim data suggests MFs added China exposure in July; MSCI rebalancing analysis Foreign (FII) flows / positioning n EM Asia ex-China markets saw FII selling of US$0.1bn w/w, led by India (-US$0.7bn) and Thailand (-US$0.2bn). Korea and Indonesia saw FII inflows of US$0.6bn and US$0.3bn respectively. Non-Asia EMs saw buying of US$380mn wow, led by Brazil (+US$250mn). HK/China Connect, Domestic ...