花旗发表研究报告,指中东地缘政治不稳定或促使投资者重新评估其资产配置,推动潜在的资金轮动至新加坡和香港等“中立”的亚洲金融中心。鉴于新加坡自2024年起推行加强版反洗钱框架、中国内地对冲突相对谨慎的立场及香港税率较低,相信香港处于有利位置,可捕捉部分流入资金。资金和人才流入香港,可能提升住宅和写字楼需求。花旗重新评估香港地产股,认为香港潜在实际利率下降,有利资产价格;而上市房企的海外业务敞口有限(...
Source Link花旗发表研究报告,指中东地缘政治不稳定或促使投资者重新评估其资产配置,推动潜在的资金轮动至新加坡和香港等“中立”的亚洲金融中心。鉴于新加坡自2024年起推行加强版反洗钱框架、中国内地对冲突相对谨慎的立场及香港税率较低,相信香港处于有利位置,可捕捉部分流入资金。资金和人才流入香港,可能提升住宅和写字楼需求。花旗重新评估香港地产股,认为香港潜在实际利率下降,有利资产价格;而上市房企的海外业务敞口有限(...
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