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花旗:香港房地产_国家支持成为游戏规则改变者,推动资金流入及基本面积极变化
2025-07-15 01:58

V i e w p o i n t | 10 Jul 2025 03:30:09 ET │ 38 pages Hong Kong Property CITI'S TAKE Buying flow amid national support & China yield compression — National support to HK could be a game-changer: it solidifies HK's positioning as a financial hub, brings people (talent) & money (A-share enterprises listing in HK; connect, etc.), and protects asset prices (sector is 5.8% of HSI weighting). As new investors tend to be price-setters, we expect high-yield & index stocks to benefit from buying flows in 2H after a ...