MS-HSI @EP2605A

Hong Kong Monetary Authority's Assessment and Outlook of Hong Kong's Economy

Hang Seng Index Night Futures (February) Up 38 Points

HSI Futures Midday Decline Expands to 1%

Hong Kong Futures Open Up 0.05% at 26820 Points

HSI Ends Two-Day Losing Streak, Rises by Nearly 140 Points

HSI Futures Night Session Closed Up 1.04% at 26,778.91

HKMA Injects HKD 4.73 Billion in Liquidity

Hang Seng Index Futures Feb and Mar Contracts Ended Higher

HSI Futures Open Down 0.45% at 26,383.50 Points

Hang Seng Index Futures Open 1.24% Lower in Day Session

Update on HSCEI Bull and Bear Street Position Distribution

HSI Futures Evening Session Closes Down 1.05% at 26703

14 Provinces Implement Electronicized Notarized Documents for Hong Kong Investors

Central Bank of UAE and HKMA Hold Financial Services Cooperation Meeting

HSI Night Index Rises by 168 Points

Update on Bull and Bear Warrant Street Positions of Hang Seng Index

Hong Kong Dollar Hibor 普遍下跌创近期新低

HSI Futures Day Session Opens Up 1.98% at 27,069.32

Hong Kong Futures Night Session Rises by 1.85%

Hang Seng Index Futures Night Session Rises 1.8%, Closes at 27053 Points

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

QINGHUA HOLD

SUPER STRONG

HAIZHI TECH GP

AWAY

TCOM

BABX

KBAB

The Hang Seng Index has recently pulled back, currently at H$26,413, reflecting trends in global indices. This week, key stocks to watch include Trip.com, which is set to release its financial results after a significant drop in stock price, falling 33% from its peak this year and becoming the worst performer on the index. Other notable companies include Alibaba, Baidu, and HSBC.

Invezz

ETFMG Travel Tech ETF

Trip.com

BABA 2x Long Daily ETF - GraniteShares

KraneShares 2x Long BABA Daily ETF

BIDU-SW

BABA-W

Alibaba

Baidu

Top Hang Seng Index stocks to watch this week: Alibaba, Baidu, Trip, HSBC

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Hong Kong's Financial Secretary Paul Chan emphasized the need for fiscal prudence in the upcoming 2026-27 budget, balancing social needs with adequate reserves amid global trade uncertainties. He highlighted the importance of managing finances carefully while addressing the city's economic transformation and residents' expectations. Chan noted that improved public finances from a stock market boom have led to calls for relief measures. The budget will focus on technology investments to enhance productivity and maintain Hong Kong's status as a global financial hub, symbolized by the purple cover of the budget.

- The Financial Secretary of Hong Kong emphasizes the need for fiscal prudence while balancing social needs and maintaining sufficient reserves to tackle unforeseen challenges.  
- Amid increasing global trade uncertainties, he reveals that the upcoming 2026-27 budget cover is purple, symbolizing strengthening economic momentum during turbulent times.  
- He warns of the resource allocation realities in achieving economic development and improving living standards while advocating for an investment focus on technology and digital transformation to promote economic diversification.

南华早报

ISHARESHSI

FL2 CSOP HSI

TRACKER FUND

FI2 CSOP HSI

Hang Seng Index

CSOP HSI ETF

FI CSOP HSI

Hong Kong budget must be ‘prudent’, balance social needs and reserves: Paul Chan

Hong Kong authorities have proposed compensation packages for homeowners affected by the Wang Fuk Court fire last year, with acquisition prices exceeding initial estimates. Bloomberg posted on X, detailing that the plan will require a total expenditure of HK$6.8 billion ($870 million). The proposal aims to provide financial relief to those who lost their homes in the blaze, ensuring they receive fair compensation for their properties. The government’s offer reflects its commitment to addressing the needs of affected residents and facilitating their recovery from the incident.

CoinLive

Hong Kong Offers Compensation for Wang Fuk Court Fire Victims

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Asian economies are assessing the implications of President Trump's announcement to impose a new 10% global import tariff following a Supreme Court ruling that invalidated previous tariffs. Countries like Japan and Taiwan are monitoring the situation closely, with analysts predicting further tariff measures could follow. The ruling significantly reduces the average U.S. tariff, but confusion remains as nations prepare for potential new levies. Hong Kong's financial secretary emphasized the region's trade advantages amid the uncertainty, while Taiwan is maintaining communication with the U.S. to navigate the evolving trade landscape.

- Following President Trump's vow to impose a new 10% tariff on imports starting Tuesday, Asian trade partners are assessing the resulting uncertainties.  
- A recent Supreme Court ruling invalidated many of Trump's tariffs that were central to his trade war, impacting major exporters like China, Japan, and Taiwan.  
- Analysts warn that additional measures may arise as countries prepare for Trump's potential reactions, contributing to ongoing trade disruptions in the Asia-Pacific region.

Reuters

ANAP Inc.

Nitto Boseki Co., Ltd.

Asian economies weigh impact of fresh Trump tariff moves, confusion

Hong Kong's improving fiscal position has led to calls for more "sweeteners" in the upcoming budget, particularly tax relief for the middle class. Economists, however, caution against broad measures, advocating for targeted spending instead. The finance chief announced a surplus for the 2025-2026 financial year, prompting political groups to propose raising tax allowances. While some argue for increased support, experts warn that such measures could undermine future revenue and suggest a cautious approach due to existing financial obligations.

Hong Kong budget 2026-27: ‘sweeteners’ for grass roots or the middle class?

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President Donald Trump's decision to add a new 10% tariff on imports going into the U.S. will benefit Hong Kong as a trade hub, a senior official in the city said on Saturday.Christopher Hui, the secretary for financial services and the Treasury, called the tariff situation in the U.S. a "fiasco" during an interview with Commercial Radio Hong Kong.The new levy serves to underscore Hong Kong's "unique trade advantages", Hui said.

- A senior official in Hong Kong stated that President Trump's decision to impose a 10% new tariff on imported goods entering the U.S. would benefit Hong Kong as a trade center.  
- Hong Kong's Secretary for Financial Services and the Treasury, Who M. T., described the U.S. tariff situation as a "disaster."  
- He indicated that this new tax underscores Hong Kong's "unique trade advantages."

E Fund CSI Hongkong Bond Investment Theme ETF

Trump's new tariffs underscore Hong Kong's advantages, city official says

HSCEI

Hong Kong's financial market has experienced significant growth this year, with around 20 companies going public and raising approximately HKD 80 billion. About 480 companies are awaiting listing, including 10 international firms. The average daily turnover exceeded HKD 270 billion. Financial Secretary Christopher Hui emphasized the importance of confidence and the advantages of the "one country, two systems" policy. The government aims to promote new asset classes and establish Hong Kong as a comprehensive international financial center. The number of family offices has increased to 3,384, contributing HKD 13 billion annually to the economy.

Hang Seng China Enterprises Index

Hong Kong's Financial Market Sees Growth Amid New Listings and Developments

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The Hang Seng Index main futures closed up 1.68% in the overnight session, at 26,855 points. The Hang Seng TECH Index main futures closed up 2.36% in the overnight session, at 5,332 points

Wallstreetcn

HSTECH ETF

CSOP HS TECH

Hang Seng Composite Index

Hang Seng TECH Index

CMS HS TECH

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The Hang Seng Index fell 0.58% this week to 26413.35, down 153.77 points. It has declined in two of the past three weeks and is off 20.33% from its record close of 33154.12 in January 2018. Today's closing value is the fifth lowest this year and the lowest since January 2026. Year-to-date, the index is up 3.05%, while month-to-date, it is down 3.56%.

MorningStar

ISHARESHSI-U

Hang Seng Index Falls 0.58% This Week to 26413.35 — Data Talk

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Hong Kong's jobless rate increased by 0.1 percentage point to 3.9% over the past three months, with rising unemployment in the insurance, construction, and finance sectors. Despite this, labor authorities remain optimistic about the job market due to economic growth. The underemployment rate remained at 1.7%. Secretary for Labour and Welfare Chris Sun noted that while some sectors face challenges, the overall labor market is expected to benefit from sustained economic momentum. Approximately 138,400 people were unemployed in the November-January period, with notable increases in specific sectors.

- Hong Kong's unemployment rate rose by 0.1 percentage points to 3.9% over the past three months, notably increasing in the insurance, construction, and financial sectors.  
- The Labour Department remains optimistic, suggesting that economic growth will support future employment, despite certain industries facing challenges.  
- Recent data indicates that approximately 138,400 individuals were unemployed from November to January, a slight increase from the previous quarter, with varying unemployment rates across different sectors.

ChinaAMC Hang Seng ETF

Hong Kong’s jobless rate edges up to 3.9% over past 3 months

Hong Kong's residential property market is expected to continue its recovery and expansion in the Year of the Horse, following gains made in the Year of the Snake. Real estate agencies report a significant rebound driven by policy easing and stock market gains. Property transactions reached 87,506, valued at HK$678 billion, marking a 31% increase from the previous year. Home prices rose 7.3%, with Kowloon seeing the highest gains. Analysts predict further price increases post-Lunar New Year, supported by favorable government policies and lower interest rates.

Hong Kong’s property market to build on gains in the Year of the Horse: agents

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The Deputy Secretary for Financial Services and the Treasury of the Hong Kong Special Administrative Region Government, Chan Ho Lam, stated that the government is making every effort to promote Hong Kong as an international gold trading center, with the goal of exceeding 2,000 tons of gold storage capacity within three years and establishing a regional gold reserve hub. Currently, there are 15 warehouses recognized by the London Metal Exchange operating in Hong Kong, and the Hong Kong Stock Exchange will deepen its connectivity and development with the Guangzhou Futures Exchange and other commodity markets in the mainland

HKEX

VALUEGOLD ETF

SPDR GOLD TRT-U

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

EFUND GOLD MI-R

EFUND GOLD MI ETF

EFUND GOLD MI-U

SPDR GOLD TRT

SPDR GOLD TRT-R

ChinaAMC Gold ETF

The Deputy Secretary for Financial Services and the Treasury of the Hong Kong Special Administrative Region Government: The goal is to exceed 2,000 tons in three years to expand gold storage in Hong Kong and establish Hong Kong as a regional gold reserve hub

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The Currency Board in Hong Kong has verified that the Hong Kong Dollar (HKD) markets are operating smoothly, with the exchange rate currently trading between 7.7673 and 7.7900 against the US Dollar (USD). The Aggregate Balance has remained stable at HK$54 billion.

Unusual Whales

China Southern Hang Seng ETF Feeder Fund-A

Tianhong Hang Seng TECH ETF(QDII)

China Southern Hang Seng ETF

HKMA observes stable HKD trading as monetary base reaches HK$2.04T. Exchange rate at 7.7673-7.7900. Aggregate Balance at HK$54B.

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Hong Kong shares fell 1.1% after the Lunar New Year break, with technology stocks leading the decline amid geopolitical tensions between the U.S. and China. The Hang Seng Index closed at 26,413.35, while the Hang Seng China Enterprises Index dropped 1.22% to 8,959.56. PetroChina was the top gainer, up 3.7%, while JD Health International Inc was the biggest loser, down 6.27%. Humanoid robot-related stocks saw gains, with Knowledge Atlas Technology soaring 42.72%.

- Hong Kong shares declined on Friday after the Lunar New Year break, influenced by a drop in technology stocks amidst U.S.-China tensions.  
- The Hang Seng Index fell 1.1% to 26,413.35, with PetroChina as the top gainer, up 3.7%, while JD Health International was the biggest loser at a 6.27% drop.  
- Humanoid robot-related stocks rose, showcasing China's industrial ambitions, highlighted by a 42.72% increase in Knowledge Atlas Technology.

Guotai CSI Computer Theme ETF

PETROCHINA

Tianhong CSI Computer Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

SINOPEC CORP

JD HEALTH

ChinaAMC Guozheng Semiconductor Chip ETF

Sinopec Corp.

China Southern CSI Semiconductor Industry Custom ETF

Hong Kong shares fall after Lunar New Year break, tech drops

$Hang Seng Index(00HSI.HK)has evolved into a hybrid market that reflects China’s economic cycle more than Hong Kong’s domestic fundamentals. Its performance is increasingly driven by mainland policy follow-through, earnings durability in platform and financial stocks, and cross-border capital flows via Stock Connect. Valuation alone is no longer a catalyst; sustained upside depends on whether policy support translates into real profit recovery and renewed confidence from long-term global investors.

$XTALPI(02228.HK) The first to rise in the Hong Kong stock watch list! Push it up!

XTALPI

LI AUTO-W

TENCENT

CSOP A50 ETF-R

CSOP A50 ETF

XI2CSOPHSTECH

ISHARESHSTECH

XL2CSOPHSTECH

CAM HS TECH

Hang Seng TECH ETF I

GEELY AUTO

POP MART

Li Auto

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

POP MART HK SDR 20to1

BABA-WR

Alibaba HK SDR 5to1

The exchange rate of HKD against USD is rising rapidly. Will there still be big opportunities in Hong Kong stocks? $Hang Seng Index(00HSI.HK) $Hang Seng TECH Index(STECH.HK)

While the US stock market hovers under the shadow of tariffs, the Hong Kong stock market is experiencing a liquidity-driven structural frenzy. But is this 'Hong Kong stocks feast' the beginning of a trend revaluation, or a short-lived bubble induced by capital?From a macro perspective, the weak dollar cycle and the abundance of Hong Kong dollar liquidity are the core drivers of the Hong Kong stock market. In May, US tariff revenue surged to a peak of $22 billion, yet the CPI remained stable, coupled with the potential impact of immigration policies on the job market, the probability of a Fed rate cut in June-July is extremely low. The US stock market remains in a tug-of-war between 'chicken ribs market and downside risk.' In contrast, the Hong Kong dollar exchange rate has quickly slid from the strong-side guarantee to the weak-side edge, HIBOR rates are nearly zero, and the abundant liquidity is flooding into new consumption, innovative drugs, and A/H premium targets, driving both blue-chip dividend stocks and growth assets higher.However, the sustainability of the structural revaluation of Hong Kong stocks is highly dependent on the liquidity environment. The current extremely low level of HIBOR has deviated from the US benchmark interest rate. If the Fed's policy shifts or there are changes in the supply and demand of funds, a liquidity retreat could trigger a valuation correction. More critically, the structural premium of the same asset in Hong Kong stocks compared to A-shares lacks fundamental support. In a market dominated by southbound funds, caution is needed against the risk of valuation overshoot under 'capital frenzy.'In the short term, as long as the cost of borrowing in Hong Kong dollars remains low, there is still room for liquidity-driven revaluation to continue. However, in the long term, whether Hong Kong stocks can escape the 'capital market' dilemma depends on whether corporate earnings can take over liquidity as the anchor of valuation. Investors need to closely monitor changes in HIBOR rates and maintain sensitivity to risks amid the liquidity feast. $Hang Seng Index(00HSI.HK)

$Hang Seng Index(00HSI.HK)When the Hong Kong dollar triggers the strong-side convertibility undertaking, the Hong Kong government will be forced to issue Hong Kong dollars to buy US dollars (unless Hong Kong abandons the linked exchange rate system due to another crisis caused by excessive base money).Short-term may benefit the Hong Kong stock market.

On a weekly basis, the southbound capital flow in Hong Kong stocks was a net outflow in the past week. This is unusual, as it's the first time this has happened in at least over a year. $HSTECH ETF(03032.HK) $Hang Seng Index(00HSI.HK) $XIAOMI-W(01810.HK)

XIAOMI-WR

XIAOMI-W

Xiaomi HK SDR 2to1

Xiaomi Corporation

$XTALPI(02228.HK)$Hang Seng Index(00HSI.HK)This is a key macro indicator for Hong Kong stocks.

$Hang Seng Index(00HSI.HK) $XTALPI(02228.HK) Who should be blamed for these poor souls in Hong Kong stocks today? Sigh... damn it

During the 2018 trade war, Gao Shanwen gave a relatively well-known internal speech:Our generation has already made enough money, so young people should just wash up and go to sleep.As for the 2025 tariff war, what I want to say is: young people might not be able to sleep.$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)$Invesco QQQ Trust(QQQ.US)$SPDR S&amp;P 500(SPY.US)

Invesco QQQ Trust

SPDR S&P 500

Another day protected by southbound capital! At 13:30 in the afternoon, the southbound capital suddenly surged, and the intraday chart skyrocketed after a 10-minute delay (did you day trade during these 10 minutes? 😂).Unlike yesterday, the southbound capital first rose and then fell in the morning, showing overall weakness. By 13:30, the net purchase was only 1.5 billion. After the surge, the cumulative net purchase for the day reached 5.15 billion. Compared with yesterday, I'm more convinced that there is a will behind the southbound capital.$Hang Seng Index(00HSI.HK) $BABA-W(09988.HK) $TENCENT(00700.HK)

MS-HSI @EP2605A(23317.HK)

Top Hang Seng Index stocks to watch this week: Alibaba, Baidu, Trip, HSBC

Hong Kong budget must be ‘prudent’, balance social needs and reserves: Paul Chan

Hong Kong Offers Compensation for Wang Fuk Court Fire Victims

Asian economies weigh impact of fresh Trump tariff moves, confusion

Hong Kong budget 2026-27: ‘sweeteners’ for grass roots or the middle class?