Hong Kong Retail Sector Recovery Likely Sustained -- Market Talk

Dow Jones

Apr 10

0848 GMT - The Hong Kong retail sector's recovery is likely to be sustained, boosting the city's listed retail landlords, DBS Group Research's Jeff Yau and Percy Leung say in a note. Retail sales in the city have recovered since mid-2025, led by discretionary spending, they write. Hong Kong is likely to remain a preferred destination for Chinese tourists amid geopolitical tensions, while its pipeline of mega events could drive further support for inbound tourism. DBS projects total retail sales value in Hong Kong to grow by 5% in 2026, while retail rental growth could come in at 3%, although a prolonged Middle East conflict remains a key risk. The bank sees Link REIT and Wharf REIC as attractively valued. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

April 10, 2026 04:48 ET (08:48 GMT)

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Retail sales in the city have recovered since mid-2025, led by discretionary spending, they write. Hong Kong is likely to remain a preferred destination for Chinese tourists amid geopolitical tensions, while its pipeline of mega events could drive further support for inbound tourism. DBS projects total retail sales value in Hong Kong to grow by 5% in 2026, while retail rental growth could come in at 3%, although a prolonged Middle East conflict remains a key risk. The bank sees Link REIT and Wharf REIC as attractively valued. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 10, 2026 04:48 ET (08:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Retail Sector Recovery Likely Sustained -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Retail Sector Recovery Likely Sustained -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-04-10 16:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0848 GMT - The Hong Kong retail sector's recovery is likely to be sustained, boosting the city's listed retail landlords, DBS Group Research's Jeff Yau and Percy Leung say in a note. Retail sales in the city have recovered since mid-2025, led by discretionary spending, they write. Hong Kong is likely to remain a preferred destination for Chinese tourists amid geopolitical tensions, while its pipeline of mega events could drive further support for inbound tourism. DBS projects total retail sales value in Hong Kong to grow by 5% in 2026, while retail rental growth could come in at 3%, although a prolonged Middle East conflict remains a key risk. The bank sees Link REIT and Wharf REIC as attractively valued. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 10, 2026 04:48 ET (08:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0955623706.USD","symbol_name":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2626198214","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2626198214","pubTimestamp":1775810880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0848 GMT - The Hong Kong retail sector's recovery is likely to be sustained, boosting the city's listed retail landlords, DBS Group Research's Jeff Yau and Percy Leung say in a note. Retail sales in the city have recovered since mid-2025, led by discretionary spending, they write. Hong Kong is likely to remain a preferred destination for Chinese tourists amid geopolitical tensions, while its pipeline of mega events could drive further support for inbound tourism. DBS projects total retail sales value in Hong Kong to grow by 5% in 2026, while retail rental growth could come in at 3%, although a prolonged Middle East conflict remains a key risk. The bank sees Link REIT and Wharf REIC as attractively valued. 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The Hong Kong retail sector's recovery is likely to be sustained, boosting the city's listed retail landlords, DBS Group Research's Jeff Yau and Percy Leung say in a note. Retail sales in the city have recovered since mid-2025, led by discretionary spending, they write. Hong Kong is likely to remain a preferred destination for Chinese tourists amid geopolitical tensions, while its pipeline of mega events could drive further support for inbound tourism. DBS projects total retail sales value in Hong Kong to grow by 5% in 2026, while retail rental growth could come in at 3%, although a prolonged Middle East conflict remains a key risk. The bank sees Link REIT and Wharf REIC as attractively valued. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 10, 2026 04:48 ET (08:48 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}