Link Asset Management's Group CEO on HK Retail

The transcript discusses the impact of multiple entry visas on Hong Kong's retail sector, highlighting the changes in consumer behavior and the structural shifts in the market. It explores the challenges and opportunities presented by the Greater Bay Area integration, the supply and demand dynamics of retail space, and the strategies for attracting new tenants. The conversation also covers investment diversification and the potential inclusion of REITs in the Stock Connect program, emphasizing the need for adaptation and innovation in the face of economic changes.

In what ways are Hong Kong's shopping dynamics changing with the Greater Bay Area development?

What are the expected effects of the increase in retail space supply in Hong Kong?

What strategies are being implemented to attract new tenants to Hong Kong?