The flood of mainland Chinese money into Hong Kong has driven down the A-H premium: Lotus AM

Hao Hong from Lotus Asset Management says mainland Chinese investors are “dying for investment opportunities” in AI ahead of Zhipu and Minimax’s listings on the Shanghai Stock Exchange. He also says that while the recent regulatory crackdown on cross-border securities trading could slow the flow of money coming from the mainland, it will likely eventually be diverted to go through regulated channels such as the HK Stock Connect or QDI schemes.

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