Our archives on Real Estate

With 41% of China's $45 trillion in banking assets and 27% of its $30 trillion in loans exposed to the property market, authorities are likely to initiate an orderly distribution of distressed assets of real estate developers such as Evergrande that failed to meet the “three red lines” limit on debt liabilities. Leveraged expansion sabotaged Evergrande’s sustainability while profit from property development shrunk for three consecutive years.

Hong Kong’s leading banks accelerated median pre-tax profit growth to 16.3% year on year (YOY) in the first half of 2026 (1H2026). HSBC Hong Kong (including Hang Seng Bank) continued to lead the large-scale bank segment in earnings scale and returns, while DBS Hong Kong and CMB Wing Lung Bank delivered stronger growth momentum and profitability among mid-sized banks. Across the sector, growth was increasingly supported by fee-based businesses, wealth management, cross-border activity and digitally-enabled customer engagement, which emerged as key drivers of revenue expansion.

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