Flows are rotating into KEMIRA.HE while Energy Sector Consolidation weakens

🇪🇺 A clear flow shift is under way, with inflows into $KEMIRA-HE sharply outweighing the outflows from the Energy Sector. While the market saw 35 outflows and 32 inflows overall, the $20.38 billion surge into KEMIRA-HE stands out, confirming a strong bid for defensive, cross-sector exposure. Meanwhile, Energy Sector Consolidation led the exits with a $10.14 billion withdrawal, signaling a retreat from energy themes. This divergence underscores a rotation away from energy and into more defensive or diversified themes. The next test is whether this inflow momentum sustains, especially if broader market conditions remain uncertain. Watch for continued inflows into KEMIRA-HE and other defensive names as a potential signal of a broader shift in trader sentiment.