China Securities Co.,Ltd.: Will the rise in Hibor rates impact Hong Kong stocks?
The impact of Hibor on Hong Kong stocks is more focused on market sentiment, risk appetite, and other disturbances. The performance of Hong Kong stocks themselves, corporate earnings, and industry trends are the determining factors for the future movement of Hong Kong stocks.
Fangzheng Securities: The impact of the Hong Kong dollar reaching the weak-side guarantee on the market is relatively limited. The current rise in Hong Kong stocks is expected to continue.
Looking ahead, Founder Securities believes that the current rally in Hong Kong stocks is expected to continue. The factors driving this round of strength in Hong Kong stocks have not reversed, the fundamentals of China's economy are resilient, and we are currently at the tail end of a profit downturn cycle, combined with a series of Bullish policies being introduced, the market's risk appetite has significantly improved.
Hong Kong Logs HK$85.4 Billion of Payment Deficit in Q1
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Hong Kong Census and Statistics Department: Hong Kong recorded an international balance of payments deficit of 85.4 billion Hong Kong dollars in the first quarter of 2025.
In the first quarter of 2025, Hong Kong recorded an international balance of payments deficit of 85.4 billion Hong Kong dollars (equivalent to 10.7% of local GDP), while reserve Assets correspondingly decreased by the same amount. In the fourth quarter of 2024, a surplus of 31.4 billion Hong Kong dollars was recorded (equivalent to 3.8% of local GDP).
