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中东资金分层级涌向香港
投资界·2025-06-17 08:10

Core Viewpoint - Hong Kong is projected to become the world's largest cross-border asset and wealth management center by 2027, driven by geopolitical dynamics, technological changes, and green transformation [3]. Group 1: Geopolitical and Economic Context - The "Global South" currently accounts for approximately 40% of global GDP and contributes about 80% to world economic growth, highlighting its increasing importance in global finance [3]. - The expansion of South-South cooperation and financial networks is fostering mutual benefits, with international investors showing confidence in Hong Kong's capital market [3]. Group 2: Investment Trends and Market Dynamics - Middle Eastern capital is entering the Asian market through three levels: direct market cooperation, pre-IPO and private equity investments, and family office capital strategies [5]. - The Hong Kong Stock Exchange (HKEX) has recognized Saudi Arabia's stock exchange and other regional markets, facilitating increased product and capital flows [5][6]. - In 2024, two ETFs tracking Hong Kong stocks will be listed on the Saudi exchange, indicating product innovation and deeper market connections [5]. Group 3: Family Office and Wealth Management - Over 2,700 family offices have established headquarters in Hong Kong, with half managing assets exceeding $50 million, reflecting the region's attractiveness for wealth management [7]. - The Hong Kong government has introduced measures to develop family office businesses, including tax incentives and service network expansions, aiming to create a professional ecosystem for international family capital [8]. Group 4: Cross-Border Financial Cooperation - The number of Middle Eastern companies in Hong Kong increased by over 20% year-on-year in 2024, benefiting from Hong Kong's financial connectivity and international recognition [6]. - Bilateral trade between Hong Kong and the Middle East has grown by approximately 48% over the past five years, reaching about HKD 188.1 billion [9]. Group 5: Islamic Finance and Investment Strategies - A significant portion of Middle Eastern family offices (27%) have developed investment strategies focused on generative AI and energy transition, indicating a shift towards innovative sectors [11]. - Hong Kong has been proactive in developing Islamic finance, issuing $3 billion in various Islamic bonds since 2007, but needs to enhance its offerings to attract more Middle Eastern investments [12][13].