Asia / Hong Kong

Hong Kong

Group Research / October 01, 2019

Photo Credit - AFP

Hong Kong
 20172018e2019f2020f
GDP growth, % YoY3.83.30.00.5
CPI inflation, % YoY1.52.52.72.5
 2Q193Q194Q191Q202Q20
Exchange rates, end of period7.817.847.857.847.84
Policy interest rates, end of period

Hong Kong Industry Insights

Hong Kong / Real Estate
Hong Kong Property Sector: Fighting to survive

Hong Kong Property Sector: Fighting to survive

October 18, 2019

Hong Kong hospitality sector takes a beating as civil unrests continues on with overall hotel RevPAR declining by more than 40% in August alone.

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Hong Kong / Real Estate
Hong Kong Property Sector: The party is still on

Hong Kong Property Sector: The party is still on

October 17, 2019

Hong Kong government acts to make housing more accessible through a myriad of policies including mortgage easing, transitional housing and land resum...

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Hong Kong / Financials
Hong Kong Banking Sector: Pick the best risk-reward plays

Hong Kong Banking Sector: Pick the best risk-reward plays

October 08, 2019

Social unrest in Hong Kong continues to weigh on its economy, with negative implications on retail, investment, property and banking sectors.

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Hong Kong Economics Insights

Hong Kong / Growth
Hong Kong: Brakes on the property boom

Hong Kong: Brakes on the property boom

September 02, 2019

The government could remove some demand side management measures if warranted.

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Hong Kong / Growth, Rates
Hong Kong Focus: Growth downgraded

Hong Kong Focus: Growth downgraded

August 02, 2019

Against a weaker growth outlook, stagflation risks may emerge in 2H19.

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Hong Kong / Growth
Hong Kong chartbook: Asset prices resilient to economic slowdown

Hong Kong chartbook: Asset prices resilient to economic slowdown

July 19, 2019

Asset markets remained resilient despite deteriorating fundaments.

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Hong Kong Economics Daily

Hong Kong / Growth
Chart of the Week: Hong Kong’s retail sales and tourism downturn

Chart of the Week: Hong Kong’s retail sales and tourism downturn

August 19, 2019

We are concerned that weakening of retail sales momentum could eventually feed through to commercial rental and the broader economy.

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Hong Kong / Economics
Hong Kong chart book - Gradual improvement in the making

Hong Kong chart book - Gradual improvement in the making

May 06, 2019

The real GDP grew by 0.5% YoY in 1Q19, the slowest growth since 3Q09. Yet, it should improve alongside gradual stabilization of the mainland economy.

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Hong Kong / GDP
Hong Kong: Looking beyond the typhoon

Hong Kong: Looking beyond the typhoon

November 20, 2018

The Hong Kong economy has been hit by a super typhoon and Sino-US trade tensions.

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Hong Kong Equities

Hong Kong / Equities
Hong Kong Equity Picks

Hong Kong Equity Picks

October 04, 2019

October shall be an eventful month, with US-China trade talks, HK's ongoing social unrest and China's Fourth Plenary Session being the focus of the m...

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Hong Kong / Equities
Monthly Market Pulse: Gathering strength

Monthly Market Pulse: Gathering strength

May 03, 2019

Momentum in trade war negotiations and accommodative regulatory policies helped lift Chinese markets. Our top BUYs are quality blue-chip names and to...

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Hong Kong / Equities
Good Cat Weekly: CNY the culprit behind the sell-off

Good Cat Weekly: CNY the culprit behind the sell-off

August 03, 2018

Our macro team expects CNY to fall to 6.90 by the year’s end, implying 1% further downside. We also expect HSI to be under further pressure due...

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