JPMorgan Cusson Leung: H.K. Home Prices To Rise About 10% In 2021

The video discusses the unexpected strength of the US residential market, driven by factors like LTV relaxation and interest rate trends. It highlights the impact of cross-border demand from mainland China on Hong Kong's property market, despite border closures. The discussion includes market positioning strategies for developers and the potential benefits of upcoming market changes. The video also examines the effects of interest rate fluctuations and policy impacts on demand, as well as the challenges and long-term solutions for land supply issues in Hong Kong.

What are the potential consequences if the government fails to meet land supply targets this year?

What long-term solutions are suggested for addressing the land supply issue in Hong Kong?