Post-Policy Review
After stamp-duty easing in 2024, transaction volumes recovered but prices only modestly rebounded, reflecting rational buyer sentiment.
Regional Divergence
New Territories and the Northern Metropolis outperform traditional luxury districts on infrastructure hopes. Micro-units face yield compression.
Key Variables for H2
- US rate cuts and Hong Kong mortgage pricing
- Primary supply pressuring secondary market
- Potential easing for mainland buyers
For informational purposes only.