Flows are rotating into ASB.AX while Australian Cross-Sector Cohort weakens

🇯🇵 A clear flow shift is underway, with inflows outpacing outflows and signaling a potential shift in investor focus. Today’s snapshot shows two inflow clusters, led by $ASB-AX with +$125K and BGL-AX with +$97K, while only one outflow remains, from BOQ-AX at -$120K. This pattern suggests a renewed appetite for the top two names, even as broader sector activity remains subdued. The key point is that the inflows into ASB-AX and BGL-AX are confirming a tentative bid, while the single large outflow from BOQ-AX indicates caution or profit-taking. The next move hinges on whether these inflows sustain and broaden, or if BOQ-AX’s outflow signals a reversion. A close watch on whether inflows hold above the recent peaks will determine if this flow shift can translate into genuine momentum.