Tai Hui
Tai Hui
buy china consumer decrease difficult goods recording short sufficient surplus terms trade
It's very difficult to see how China can decrease its trade surplus in the short term. China is very self- sufficient in terms of consumer goods and electronics and while they can buy more Boeing and Airbus jets, they are already doing that and still recording a surplus.
continue last reflected rising
Rising rentals over the last one to two years will continue to be reflected in new leases.
directly faith guarantee higher low people products shipped value
People have more faith in Hong Kong's logistics. Low value products are shipped directly out of Shenzhen to the world, higher value products come out through Hong Kong. It's the guarantee of safety.
faith people
People have more faith in Hong Kong's logistics.
continue deflation discussion ease environment food forward inflation largely low maybe pressure seeing
We're seeing inflationary pressure continue to ease in China, largely on the back of food prices, and I think the discussion going forward is that we would see a low inflation environment and maybe a hint of deflation as well.
background cuts economic fiscal generous given improved managing offering policy question rather strong talking tax
He has done well, managing expectations and talking about a prudent, fiscal policy rather than offering very generous tax cuts and concessions. The question is what he will do now, given the strong economic background and improved fiscal situation.
both consistent despite domestic figures higher kong local picture recent remained retail robust sales spending tourism tourist trend volatility
Both domestic and tourism spending remained very robust during the period, consistent with the local consumption picture in Hong Kong and higher tourist arrivals. Despite the volatility in retail sales figures in recent months, the trend is still pretty strong.
bigger drive foreign good government news private push side
The government would like to see a bigger push from the private consumption side to drive the economy, ... is pretty good news for some of these foreign companies.
market property quality
Quality property at the top-end of the market is still pretty scarce,
attracting bit chinese disneyland kong operator overseas pay people run success willing
Disneyland in Hong Kong has been a success story in attracting Chinese tourists. People are willing to pay a bit more for something that is run by an overseas operator and has the international vibe.
among china consumer electricity immediate neighbors power sell travel
Electricity doesn't travel very well. And there's no big power consumer among China's immediate neighbors that China can sell to.
couple domestic enjoy last spend traveling willing
They have been doing a lot of domestic traveling in the last couple of years and they are very willing to come out and spend and enjoy themselves.
buy companies diesel generators official stop using
What we could see would be companies that stop using their own diesel generators and buy from official suppliers.
component continues driving housing inflation key
Housing continues to be a key component driving inflation this year.