ICYMI from late last week - Snippet from Barclays on emerging markets:

Record inflows for EMs (for the week to Wednesday), US$41bn total, mainly into China:

  • record inflows into Chinese equities: $39 billion of inflows
  • $30 billion inflow from domestic investors
  • $9 billion inflow from foreign investors

On Japan (not an EM) Barclays add that equities saw an outflow of US$9bn, the largest in 20 years.

Shanghai stock exchange 29 January 2024