Flows are rotating into Cross-Sector Resource & Industrial Metals while BGL.AX weakens

🇯🇵 A clear flow shift is underway, with outflows from BGL.AX reaching $160M while inflows into resource and industrial metals, led by $CIA-AX, hit $102M. The move signals a rotation away from the banking sector and toward commodities, but the divergence remains sharp. The market's focus appears to be shifting, yet the overall confirmation remains fragile. The top outflow from BGL.AX confirms a significant exit from financials, while resource metals are still attracting broad-based bids across multiple themes. The key test will be whether this inflow into CIA-AX can sustain or if it is a fleeting reversal. Watch for continued inflows into resource metals as a sign the rotation is gaining traction or if outflows from financials reassert dominance.