G.F. 326

CONFIDENTIAL # Z

7

Investment in property

(all growth rates quoted in this section are on a year-on-year basis and are expressed in real terms,

unless otherwise indicated)

10.

(a) General situation

By the

Trading in property began to revive towards the end of July, as the market weathered the

immediate impact of the June events in China.

end of September, prices and rentals for most types of property had managed to return to levels not much

below those before June. The two downward

adjustments in mortgage rate, on 10 July and 7 August

respectively, also lent support to the recovery.

11.

The residential property market staged a

steady recovery in August and September. Support had re-emerged from end-users of small to medium-sized

flats. By the end of September, prices for pre-completion units of these sizes were only 5-10% lower than the pre-June levels. The market for luxury flats also showed some recovery, mostly in new

developments.

12.

As regards commercial property, the demand

for shop space in the third quarter continued to be

affected by the slow-down in local consumer spending

and in the tourist trade. The leasing market for

office space was least affected by the June events in

China, as continued growth in the service sectors

provided support. Office rentals in the prime business districts generally held firm, although

those in secondary locations registered some decline due to an increased supply of space.

CONFIDENTIAL #3

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