All signs point to a rebound in Hong Kong’s housing market: Morgan Stanley analyst

South China Morning PostCenter-RightEN 1 min read 100% complete by Peggy YeJanuary 25, 2026 at 03:00 AM

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Morgan Stanley analyst Praveen Choudhary predicts a potential rebound in Hong Kong's housing market after four years of decline. Choudhary forecasts a 10% rise in home prices by 2026, signaling a shift to a new upcycle. This prediction is based on a combination of factors, including falling borrowing costs, rising rents, and the delayed impact of policy changes. A key factor highlighted is the government's 2024 decision to abolish stamp duties, previously imposing levies up to 30% on buyers and sellers. While the initial response was muted, Choudhary believes this policy change, alongside other factors, is now contributing to a shift in market momentum.

Key Entities & Roles

Key Player Opposition Context

India 30% Tsuen Wan 30% Asia 40% Morgan Stanley 80% Praveen Choudhary ×390% Hong Kong ×2100%

Keywords

housing market 100% hong kong 90% rebound 80% home prices 70% stamp duties 60% market upcycle 60% borrowing costs 50% policy changes 50% rising rents 40%

Sentiment Analysis

Positive

Score: 0.40

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Source

South China Morning Post

Political Lean

Center-Right (0.50)

Far LeftCenterFar Right

Classification Confidence

90%

This article was automatically classified using rule-based analysis. The political bias score ranges from -1 (far left) to +1 (far right).

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housing market hong kong rebound home prices stamp duties market upcycle borrowing costs policy changes rising rents

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