Southbound Funds Continue to Increase Positions in September: Hong Kong REITs Become New Favorite for Safe-Haven Funds, Capital Flow Reveals Main Investment Theme for Second Half

Summary：In September 2026, southbound funds continued to increase positions in Hong Kong REITs, demonstrating strong safe-haven characteristics amid market volatility. This article analyzes the market logic behind capital flows, reveals the main investment themes for the second half, and provides reference for investors.

In September 2026, southbound funds continued to increase positions in Hong Kong REITs, demonstrating strong safe-haven characteristics amid market volatility. This article analyzes the market logic behind capital flows, reveals the main investment themes for the second half, and provides reference for investors.

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Southbound Funds Continue to Increase Positions in September: Hong Kong REITs Become New Favorite for Safe-Haven Funds, Capital Flow Reveals Main Investment Theme for Second Half

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Hong Kong REIT Market Shows Divergence in September: High-Yield Assets Sought After, Retail and Logistics Lead Market

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