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HIBOR Outlook: 2026 – Easing with the Fed, Mild Seasonality, and Why It's Time to Pivot Your Cash Holdings
HIBOR Summer 2025 – The 10-Week Rollercoaster May–June: Massive plunge Strong HKD hit 7.75 → HKMA strong-side intervention sold HK$129.4 bn HKD. Aggregate balance exploded from HK$45 bn → HK$174 bn. Result– Overnight HIBOR: 4.3% → 0.02–0.03%– 1-month HIBOR: 4.07% → 0.52% (lowest since 2022)Driver: Record IPO inflows + heavy Southbound Stock Connect capital. July: Remained ultra-low Excess liquidity persisted → 1-month HIBOR stayed 0.7–1.1%. August: Violent rebound Carry-
Nov 262 min read


Rate Cuts and Student Demand Transform Hong Kong Property
FOMC Rate Cut Provides Monetary Tailwinds The US Federal Reserve delivered its first rate cut in nine months, lowering the target range...
Sep 182 min read


Sparc Fund Offers Tax-Efficient Income Amid U.S. Section 899 Risks
Hong Kong investors holding U.S. bonds and equities may face significantly higher U.S. tax rates under the proposed Section 899, part of...
Jun 22 min read
“Turning Point or Mirage? Navigating the Future of Hong Kong’s Property Market”
https://www.linkedin.com/feed/update/urn:li:activity:7333801753550745600/
May 301 min read


Market Turmoil Following Trump's Tariff Announcement
The tariff announcement this morning has sent shockwaves through global financial markets, leading to heightened uncertainty and...
Apr 32 min read


Market Reflections
The Hong Kong stock market has recently experienced significant activity, particularly with share placements by major companies like BYD...
Mar 251 min read
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