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Hong Kong Wealth Management Monthly Report

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Hong Kong Wealth Management Monthly

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20 OctTue
  1. HKMA: Press Releases17

    Hong Kong Monetary Authority announces tender results for Exchange Fund Bills on October 20, 2026

    The Hong Kong Monetary Authority announced the tender results for three batches of Exchange Fund Bills on October 20, 2026, covering issue numbers Q2642, H2671, and Y2696. The announcement disclosed the subscription amount, allotted amount, average accepted yield, highest accepted yield, and pro-rata allotment ratio for each batch. It also announced the tender arrangements for two batches of Exchange Fund Bills to be held on October 27, 2026, specifying the corresponding issue numbers, tenors, and offer amounts.

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  2. Hong Kong Inland Revenue Department: Latest News36

    Circular from the Hong Kong Inland Revenue Department to tax representatives: Arrangements for bulk extension of filing for 2025/26 tax year returns (extended deadline for 'M' code returns)

    On 20 October 2026, the Hong Kong Inland Revenue Department issued a circular to tax representatives announcing arrangements for bulk extension of filing for 2025/26 tax year returns, specifying the extended filing deadline for 'M' code returns. These arrangements relate to extension applications for returns filed by tax representatives on behalf of taxpayers.

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14 OctWed
  1. Federal Reserve: Monetary Policy22

    Federal Reserve Releases Minutes of Discount Rate Meetings Held on August 17, September 9, and September 16, 2026

    On October 13, 2026, the Federal Reserve released the minutes of the discount rate meetings held on August 17, September 9, and September 16, 2026, covering the review and determination of the discount rate offered to depository institutions through the discount window. The process by which the Federal Reserve sets the discount rate is independent of the process by which the Federal Open Market Committee sets the target range for the federal funds rate.

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  2. HKMA: Press Releases14

    HKMA Announces Exchange Fund Analytical Account Data as of End-September 2026

    The HKMA announced on October 14 the Exchange Fund analytical account data as of end-September 2026. External assets of the Exchange Fund decreased by HK$76.7 billion to HK$3,576.0 billion during the month. The monetary base stood at HK$2,090.2 billion, claims on the private sector in Hong Kong at HK$473.0 billion, and external liabilities at HK$135.3 billion. This account is published in accordance with the IMF Special Data Dissemination Standard, and the release schedule for the full year 2027 has been announced simultaneously.

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13 OctTue
  1. HKMA: Press Releases17

    HKMA Announces Tender Results for Exchange Fund Bills on October 13

    The Hong Kong Monetary Authority announced the tender results for two issues of Exchange Fund Bills on October 13. Issue Q2641 was subscribed for HK$205.533 billion, with an accepted amount of HK$71.151 billion and an average accepted yield of 2.82%. Issue H2670 was subscribed for HK$649.3 billion, with an accepted amount of HK$19 billion and an average accepted yield of 3.15%. The Authority will hold tenders for three issues of Exchange Fund Bills on October 20, offering a total of HK$84.147 billion.

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8 OctThu
  1. Federal Reserve: Monetary Policy21

    Federal Reserve Releases Minutes of Federal Open Market Committee Meeting Held on September 15-16, 2026

    On October 7, 2026, the Federal Reserve released the minutes of the Federal Open Market Committee meeting held on September 15-16, 2026. The minutes are typically released three weeks after the date of the policy decision and are based solely on the information available to the Committee at the time of the meeting. The minutes are available on the Board of Governors of the Federal Reserve System website. Media inquiries can be sent to [email protected] or by calling 202-452-2955.

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6 OctTue
  1. MPFA: Press Releases17

    MPFA releases provisional MPF investment return data up to the end of September 2026

    The MPFA released provisional MPF investment return data up to the end of September 2026, with returns net of fees and charges. Since the MPF system's inception, equity funds and mixed asset funds, which account for 81% of total MPF assets, have delivered average annualised net returns of 5.1% and 4.7% respectively, compared with an annualised inflation rate of 1.8% over the same period. Under the Default Investment Strategy launched in 2017, the Core Accumulation Fund has delivered an average annualised net return of 7.1% since inception, compared with an annualised inflation rate of 1.8% over the same period.

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30 SeptWed
  1. HKEX: Market Communication23

    HKEX Releases Report on IPO Applications, Delistings, and Suspensions for September 2026

    HKEX has released its monthly report on IPO applications, delistings, and suspensions for September 2026, disclosing key regulatory statistics for the period. As of September 30, 2026, the total number of listed companies on HKEX reached 2,772, with 933 IPO applications processed year-to-date in 2026. The report also outlines key metrics such as the median processing time for various listing application documents.

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17 SeptThu
  1. Federal Reserve: Monetary Policy20

    Board of Governors of the Federal Reserve System and Federal Open Market Committee Release Economic Projections from September 15-16 Meeting

    The Board of Governors of the Federal Reserve System and the Federal Open Market Committee released economic projections from the September 15-16 FOMC meeting. The projections are presented in tables and charts and were released at 2:00 p.m. Eastern Time on Wednesday. Media inquiries can be directed to the specified email address or phone number.

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1 SeptTue
  1. MPFA: Press Releases35

    MPFA and eMPF Platform Company Release 2025-26 Annual Report

    The Mandatory Provident Fund Schemes Authority (MPFA) and its wholly-owned subsidiary, the eMPF Platform Company, released their 2025-26 Annual Report on September 1, covering key work and financial reports for the fiscal year. As of the end of March 2026, total MPF assets exceeded HK$1.5 trillion, total contributions for the fiscal year reached HK$91.23 billion, with voluntary contributions accounting for 26%; the eMPF Platform has completed the onboarding of all 24 MPF schemes, and administrative fees have been reduced to 0.29%.

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31 AugMon
  1. HKEX: Market Communication24

    HKEX Releases Report on IPO Applications, Delistings and Trading Suspensions for August 2026

    HKEX has released its monthly report on initial public offering applications, delistings and trading suspensions for August 2026. As of August 31, 2026, the total number of listed companies on HKEX reached 2,761. A total of 866 listing applications have been processed since the beginning of 2026, of which 135 have completed their listings. The report also discloses the median processing time for various listing application documents, as well as relevant listing review data for the 12 months ending August 31, 2026.

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20 AugThu
  1. Federal Reserve: Monetary Policy22

    Federal Reserve releases minutes of the July 28-29, 2026 Federal Open Market Committee meeting

    The Federal Reserve released on August 19, 2026, the minutes of the Federal Open Market Committee meeting held on July 28-29, 2026. The minutes are based solely on the information available to the Committee at the time of the meeting, and the content is available on the Board of Governors' website.

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18 AugTue
  1. 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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15 JulWed
  1. Federal Reserve: Monetary Policy17

    Board of Governors of the Federal Reserve System Releases Minutes of Discount Rate Meetings Held on June 8 and June 17, 2026

    On July 14, 2026, the Board of Governors of the Federal Reserve System released the minutes of its discount rate meetings held on June 8 and June 17, 2026, covering the review and determination of the discount rate offered to depository institutions through the discount window. The process for setting the discount rate is independent of the process by which the Federal Open Market Committee sets the target range for the federal funds rate.

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18 MarWed
  1. Prudential: Press Releases18

    Prudential research finds financial well-being in Asia declines gradually with age

    Prudential has released its inaugural Asia Financial Well-being Index, surveying 7,707 adults aged 18-60 across 8 Asian markets, with an overall score of 58.9 out of 100. The 18-35 age group scored highest at 59.8, while the 50-60 age group scored lowest at 57.7, showing a gradual decline with increasing age. Vietnam ranked first in the region with a score of 65.1, while Hong Kong ranked last at 52.5. Only 18% of respondents believe they have access to the financial services needed to achieve financial success.

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