BOCOMI listed the recent holdings and allocation concentration of foreign capital in various industries of Hong Kong stocks:

1) Position distribution
Hong Kong stock segment│End-2024│1 month ago│Latest
Industry│4.1%│3.6%│3.6%
Utilities│2.9%│2.4%│2.4%
Real estate│5.3%│4.9%│5.0%
Finance│20.4%│19.9%│21.1%
Communication services│3.2%│3.3%│3.7%
Healthcare│3.2%│3.7%│3.8%
IT│25.7%│27.5%│28.7%
Consumer Discretionary│28.0%│27.9%│24.9%
Consumer Staples│3.1%│3.3%│3.1%
Materials│1.7%│1.7%│2.0%
Energy│2.4%│1.8%│1.7%

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2) Overweight
Hong Kong stock segment│End-2024│1 month ago│Latest
Industry│-2.3%│-2.2%│-2.2%
Utilities│-0.9%│-0.9%│-0.8%
Real estate│-0.5%│-0.5%│-0.5%
Finance│-2.3%│-2.8%│-2.6%
Communication services│-4.3%│-4.5%│-4.0%
Healthcare│-0.2%│-0.5%│-0.4%
IT│5.7%│6.6%│7.5%
Consumer Discretionary│7.5%│7.2%│5.3%
Consumer Staples│-0.5%│-0.4%│-0.5%
Materials│0.0%│-0.1%│-0.1%
Energy│-2.0%│-1.9%│-1.8%