Winners and Losers of the HK-Shanghai Connect

The video tutorial discusses the trading activities in northbound and southbound markets, highlighting the full utilization of the northbound quota on the first day and its subsequent usage. It contrasts this with the minimal activity in the southbound market. The tutorial also explores arbitrage opportunities in dual-listed stocks and provides insights into the A share premium, particularly in consumer materials and industrial technology sectors.

What was the initial trading activity like in the northbound direction?

• The quota was exceeded.

• There was no trading activity.

• The entire quota was used up.

• The quota was partially used.

How does the southbound trading activity compare to the northbound?

• It is significantly lower.

• It is about the same.

• It is non-existent.

• It is significantly higher.

What is the main focus of the arbitrage opportunities discussed?

• Interest rate fluctuations.

• Stock market volatility.

• Premiums between A shares and H shares.

• Differences in currency exchange rates.

What is the average premium of A shares over H shares?

• 60%

• 10%

• 25%

• 40%

Which sectors have significant premiums according to the discussion?

• Healthcare and finance.

• Consumer materials and industrial technology.

• Real estate and utilities.

• Telecommunications and energy.