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Hong Kong Wealth Management Monthly Report

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Hong Kong Wealth Management Monthly

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View onlyInvestment Allocation
18 AugTue
  1. HKEX: Market Communication35

    HKEX Optimizes Methodology for the Hang Seng TECH Index

    The Hong Kong Exchanges and Clearing Limited (HKEX) has optimized the methodology of the Hang Seng TECH Index, adjusting rules for identifying eligible technology companies and selecting constituent stocks. It has relaxed the listing duration requirement for eligible H shares, introduced weight caps at both the individual stock and industry levels, and expanded coverage of emerging technology themes such as artificial intelligence. The optimization and related constituent stock adjustments will take effect after market close on September 11, 2026, and be officially implemented on September 14, 2026.

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  2. MPFA: Press Releases20

    The Mandatory Provident Fund Schemes Authority releases the June 2026 quarterly report of the Mandatory Provident Fund Schemes Statistical Digest

    The Mandatory Provident Fund Schemes Authority has released the June 2026 quarterly report of the Mandatory Provident Fund Schemes Statistical Digest, covering core statistical data of the MPF system as of the end of June 2026. As of the end of June 2026, the total assets of the MPF reached approximately HK$1.67 trillion, a quarterly record high, representing a 174% increase from 10 years ago. The report also disclosed the latest account sizes, asset proportions, and annualized net return data for sectors including the Default Investment Strategy and Tax Deductible Voluntary Contributions.

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31 JulFri
  1. HKEX: Market Communication15

    HKEX Report on IPO Applications, Delistings and Suspensions for July 2026

    HKEX has released its monthly report on IPO applications, delistings and suspensions for July 2026, disclosing key statistics on its listing regulatory performance during the period. As of July 31, 2026, HKEX had 2,763 listed companies, and had processed 838 listing applications year-to-date. The report also sets out key metrics such as the median processing time for different types of listing application documents.

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17 JulFri
  1. HKEX: Market Communication44

    HKEX will support the payment of stamp duty and transaction-related fees in RMB

    The Hong Kong SAR Government has gazetted the Stamp Duty (Amendment) (No. 2) Ordinance 2026, which clarifies that stamp duty for RMB counter transactions in dual-counter stocks will be calculated and paid in RMB. HKEX will simultaneously support the settlement of transaction-related fees such as the SFC transaction levy, the Financial Reporting Council transaction levy, the investor compensation levy, and SEHK trading fees in RMB. The implementation of the new arrangement requires the SAR Government to issue an effective announcement, obtain regulatory approval, and complete market preparations. Specific operational arrangements and target implementation timelines will be announced subsequently.

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30 JunTue
  1. HKEX: Market Communication45

    HKEX Advances Framework for Streamlined Board Lot Sizes

    HKEX released the consultation conclusions on the board lot size framework for the Hong Kong securities market. The framework standardizes board lot sizes into 8 categories, lowers the guidance for the minimum value of a board lot from HK$2,000 to HK$1,000, and sets a guidance cap of HK$5,000 for issuers adopting board lot sizes exceeding 100 shares. The new framework will be implemented in two phases: the first phase takes effect on July 2, 2026, and the second phase takes effect on November 16, 2026, coinciding with the launch of the uncertificated securities market.

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25 FebWed
  1. Hong Kong Investment Funds Association: Updates and Fund Flows33

    The Hong Kong Investment Funds Association Welcomes the 2026/27 Budget

    The Hong Kong Investment Funds Association (HKIFA) has publicly welcomed the 2026/27 Budget, supporting the HKSAR Government's measures to consolidate Hong Kong's position as an international asset and wealth management center. The Association endorses the Budget's directions including advancing RMB internationalization, optimizing the fund tax regime, and including real estate investment trusts and RMB counters in Stock Connect, and will continue to collaborate with stakeholders to promote the industry's sustainable development.

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26 NovWed
  1. Hong Kong Investment Funds Association: Updates and Fund Flows21

    The Hong Kong Investment Funds Association launches a new investor education animation series; Hong Kong retail funds net sales hit a near-decade high in the first three quarters of 2025.

    The Hong Kong Investment Funds Association (HKIFA) has launched a three-part investor education animation series, partnering with the Securities and Futures Commission (SFC) to promote fund literacy and anti-fraud awareness. Since its launch in mid-October, the series has accumulated 1.6 million views. In the first three quarters of 2025, total Hong Kong retail fund sales reached USD 82.6 billion, up 35% year-on-year, exceeding the full-year total of 2024; net inflows reached USD 15.7 billion, up 44% year-on-year, the highest level since 2015.

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