Hong Kong and Mainland China Property Debt Risks: BI Replay

On Demand

Duration: 67 Minutes

Original Date: July 17, 2025

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Hong Kong's commercial real estate sector is facing a perfect storm of soaring vacancies and a new supply boom, placing pressure on debt-laden smaller developers like Emperor International and creating headaches for banks. Some developers might accelerate residential sales to ease liquidity strains thanks to rising rental yields exceeding mortgage rates. All eyes are on New World Development's bonds following its recent mega loan refinancing. In mainland China, housing crisis could persist in 2H amid lingering Sino-US trade tensions undermining consumer confidence, impacting developers' sales and heightening Vanke's liquidity risk. Bloomberg Intelligence senior real estate analysts Patrick Wong and Kristy Hung, senior credit analysts Daniel Fan and Andrew Chan, together with senior associate analyst John Wong will discuss our latest research and the midyear outlook for the real estate sector in mainland China and Hong Kong.

Hong Kong and Mainland China Property Debt Risks: BI Replay

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