Flows are rotating into ASB.AX while BGL.AX weakens

🇯🇵 A clear flow reversal is underway, with inflows edging outflows for the first time in recent sessions, signaling a tentative shift in market sentiment. While outflows remain concentrated in BGL.AX, the $395.8K exit marks a notable reduction compared to the broader inflow into ASB.AX, which is seeing a robust +$4M bid. This shift from a predominantly outflow environment to one with multiple inflows suggests a pause in the prior sell-off and potential for stabilization. The key proof comes from the top inflow into ASB.AX, a leader among the inflow themes, confirming renewed buying interest. Meanwhile, the outflow in BGL.AX continues but has diminished significantly, indicating that the dominant selling pressure is easing. Next, watch whether this inflow momentum sustains and spreads beyond the top themes, which would be necessary to confirm a broader market turnaround rather than a one-stock bounce.