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<FX>Stanchart Charles Feng: European/ US Investors' Demand for HKD Greatly Increased; Influx of 'Quick Money' into HK Expected to Evacuate at Any Time
The HKD exchange rate touched the strong-side Convertibility Undertaking (CU) again since 2020, with the Hong Kong Monetary Authority (HKMA) injecting nearly $130 billion into the ...
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<FX>Stanchart Charles Feng: European/ US Investors' Demand for HKD Greatly Increased; Influx of 'Quick Money' into HK Expected to Evacuate at Any Time
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The HKD exchange rate touched the strong-side Convertibility Undertaking (CU) again since 2020, with the Hong Kong Monetary Authority (HKMA) injecting nearly $130 billion into the market in a few trading days.

Charles Feng, Managing Director and Head of Macro Trading for Greater China and North Asia, Financial Markets at Stanchart, believed that the HKD exchange rate repeatedly hit the strong-side CU in the New York trading session, and the amount of HKD purchases was higher in the session, which shows that the demand for HKD from European and American investors increased significantly.

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The influx of capital into Hong Kong is generally regarded as a good signal for the stock market, but Feng warned that “quick money” is more often brought by hedge funds, and the sharp fall in the USD exchange rate forced a massive short and close positions in Asian currencies.

Considering that the performance of Hong Kong stocks is not particularly good at present and the economy is facing certain challenges, Feng believed that the surge in demand for HKD may leave as quickly as it came.

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