In the past month, according to the fund flow tracking of Bloomberg ETF, the net inflow of global funds into the stock market was US $89.65 billion. Among them, the US stock market recorded the largest net inflow of funds, China’s stock market recorded the third largest net inflow, and Japan’s stock market recorded a net outflow. In the bond market, the net flow of funds into the bond market was $7.6 billion. Among them, investment grade bonds recorded a large net inflow of funds, and high interest rate bonds recorded a large net outflow of funds.
Hong Kong stock market
Over the past month, Hong Kong stocks fell in most industries. Oil and gas services and equipment, metals and mining, aerospace and defense industries led gains. Home and office supplies, tobacco and marijuana, electricity and natural gas marketing and trading industries led the decline. In the oil and gas services and equipment sector, China Oilfield Services Limited(601808) (02883. HK) led the rise; In the metal and mining, aerospace and national defense sectors, Aluminum Corporation Of China Limited(601600) (02600. HK) and AVIC (02357. HK) led the gains respectively.
US stock market
Over the past month, most US stocks closed lower. Renewable energy, steel, metals and mining sectors led the gains. Among them, solardedge Technology (sedg. US) in the renewable energy sector led the rise, while nue. Us in the steel sector and FCX. Us in the metal and mining sector led the rise.
European stock market
Over the past month, the pan European 600 index has fallen by 3.36%, underperforming the MSCI global index. Gains were led by the renewable energy sector. Non essential e-commerce sector led the decline. In the renewable energy sector, Vestas wind technology group (VWS. DC) led the gains, while in the aerospace and defense sector, Rheinland Metals Co., Ltd. (RHM. Gy) led the gains.
Japanese stock market
Most Nikkei 225 component stocks rose in February. Steel, metals and mining, advertising and marketing led the rise; Medical equipment, tobacco and marijuana, and electrical equipment led declines. The Pacific Securities Co.Ltd(601099) metal (5541. JP), Toho lead (5707. JP), JFE Holdings (5411. JP), Nippon Steel (5401. JP) and Kobe Steel (5406. JP) in the steel, metal and mining sectors all increased by more than 16%. From the perspective of sector rotation, there are opportunities for medicine, steel, nonferrous metals, electricity and gas.
Korean stock market
The Korean stock market has mostly risen in the past month. Gains were led by natural gas and water utilities, renewable energy and beverage industries. The decline was led by the automotive, medical equipment and devices, technology and hardware industries. In terms of individual stocks, Dacheng energy (117580. KS) and kyungdongcitygas (267290. KS) of natural gas and water utilities recorded strong performance of 116% and 35% respectively.
Vietnam stock market
In the past month, Vietnam’s stock market rose in all sectors except the banking industry, with chemical products, steel, transportation and logistics leading the rise. In terms of individual stocks, JSC (CSV. VM) of South China basic chemical industry and DPM. VM of Vietnam petroleum fertilizer Chemical Co., Ltd. were among the top gainers in the materials sector.
