More banks catch on to Hong Kong’s housing rebound, upgrade market forecast
South China Morning Post
by Peggy YeFebruary 23, 2026
AI-Generated Deep Dive Summary
Global investment banks are increasingly optimistic about Hong Kong's housing market, with major institutions like JPMorgan Chase and Goldman Sachs joining Morgan Stanley in forecasting double-digit price gains for 2026. This shift reflects a broader consensus that the market is recovering faster than previously anticipated, driven by stronger-than-expected demand and reduced supply. The revised forecasts suggest a more bullish outlook, with banks now projecting significant price increases following what was initially seen as an aggressive prediction by Morgan Stanley earlier this year.
Morgan Stanley had been the first major bank to predict a 10% rise in home prices back in January, a move that was widely regarded as bold at the time. However, recent data has bolstered confidence among other banks, prompting them to revise upward their own estimates for the coming years. This collective optimism underscores a growing belief that Hong Kong's housing market is on the upswing, with factors such as improving economic conditions and increased demand from Mainland Chinese buyers contributing to the recovery.
The upgrade in market forecasts highlights the potential opportunities for investors and property buyers in Hong Kong. As more banks align their predictions, it signals a turning point for the region's房地产 market, which had faced challenges in recent years due to oversupply and economic uncertainties. While risks remain, including ongoing geopolitical tensions and macroeconomic factors, the renewed confidence among financial institutions suggests that Hong Kong's housing market could be poised for a sustained rebound.
For readers interested in global economic trends, this shift matters as it reflects broader dynamics in Asia's property markets and investor sentiment. The revised forecasts not only impact local real estate but also have implications for regional stability and growth. As banks continue to refine their predictions, the focus will be on whether Hong Kong's housing market can sustain its momentum and deliver on the optimistic projections laid out by major financial institutions.
In summary, the increasing bullishness among global investment banks on Hong Kong's housing market underscores a significant turnaround in sentiment, driven by improved economic conditions
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Originally published on South China Morning Post on 2/23/2026