Southbound Funds Hit Record Monthly High in July, HK REITs and Biopharmaceuticals Become New Favorites
Summary：In July 2026, southbound funds net inflow into the Hong Kong stock market reached HK$8.1 billion, a record high for a single month. Among them, the REIT sector received significant position increases, with biopharmaceuticals and high-yield assets also favored. Analysis suggests that Hong Kong's valuation advantage, stable REIT dividends, and expectations for connectivity expansion are the main driving forces. This article details fund flows, sector performance, and future outlook.
In July 2026, southbound funds net inflow into the Hong Kong stock market reached HK$8.1 billion, a record high for a single month. Among them, the REIT sector received significant position increases, with biopharmaceuticals and high-yield assets also favored. Analysis suggests that Hong Kong's valuation advantage, stable REIT dividends, and expectations for connectivity expansion are the main driving forces. This article details fund flows, sector performance, and future outlook.
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