Northbound capital floods into Hong Kong stocks, breaking through the RMB 5 trillion mark! Comprehensive analysis of heavily weighted stocks for 2025, seize the investment opportunities in Hong Kong stocks.
The recent activities of 'Northbound funds' in the Hong Kong stock market have been remarkable — since the launch of the Stock Connect program, net purchases of Hong Kong stocks by Northbound funds have surpassed HKD 5 trillion for the first time, with a net inflow exceeding HKD 1.3 trillion since the beginning of 2025. Behind this capital surge lies a firm positioning in high-quality assets within the Hong Kong stock market, providing investors with clear market signals. This article will deconstruct the logic behind the concentrated holdings of Northbound funds and analyze investment opportunities in the Hong Kong stock market.
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