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<Research>BOCOMI: Southbound Funds Focus on Healthcare/ Financial Sectors in Past Mth, Reflecting Emphasis on High-yield Segments' Defensive Value
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The Hong Kong stock market performed well in 1H25, with the HSI/ HSTECH recording semi-annual returns of 20%/ 18.7% each, ranking among the top global major indices, BOCOMI released a research report saying. Although the 'reciprocal tariffs' in April triggered a global stock index correction, as the tariff risk gradually eased, the fall in risk premium promoted Hong Kong stocks to rebound comprehensively. Moreover, the sector rotation of southbound funds was more pronounced, shifting from information technology in 1Q25 to new consumption in early-2Q25, and focusing on healthcare and financial sectors in the past month, aligning with the current market's pursuit of high-prosperity growth sectors and reflecting the emphasis on the defensive value of high-dividend segments in a high-volatility environment. AASTOCKS Financial News Website: www.aastocks.com |
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