Page 100 - Hong Kong Housing Society 香港房屋協會 - Annual Report 2018 年報
P. 100
CORPORATE SUSTAINABILITY 企業持續發展
Investment Portfolio
投資組合
HK$billion as at 31 March 2018
ಥ࿆ɤᄂʩ ࿚Їɚཧɓɞϋɧ˜ɧɤɓ˚˟
Funding Strategy
༟ږഄଫ
17.3 (54%) 8.6 (27%)
ڗಂ Long Term ಂ Short Term
To Fund Redevelopment of Rental Estates To Act as Working Capital and to
މ̈ॡ܊㡼ٙࠠܔධͦԶ༟ږ Finance Existing Capital Projects
Ъމݴਗ༟ږʿ༟пତϞٙ༟͉ධͦ
7RWDO ⺁ỷ 6.1 (19%)
ʕಂ Medium Term
To Fund Subsidised Sale Flats Projects and
Retain Principal for Future Development Needs
މ༟п̈ਯג܊ධͦԶ༟ږʿ
͊Ը೯࢝ცࠅཫव͉ږ
Investment 投資
Investment markets surprised most investors in the past 12 months. The ཀ̘ɤɚࡈ˜ٙҳ༟̹ఙ˿ɽʱҳ༟٫
financial year commenced amidst surprise and euphoria, in some sectors, ชՑᜓఃfอৌ݁ϋܓͺdʱБุʥ
associated with the result of the 2016 U.S. election. The excitement was ್աɚཧɓʬϋߕɽ፯ഐ؈ٙᅂᚤϾᜓ
then dampened by the sudden and unexpected stance that the new U.S. ఃʹණfጳኧઋၫᎇഹอߕᐼ୕મ՟
President adopted. Markets were further overshadowed by the long- ᙗׁٙͭఙϾиۍdϾߕᑌᎷ҅֏֏Ը
awaited U.S. Federal Reserve decisions to start raising interest rates as well ፰ٙ̋ࢹӔ֛d̋ɪՉჯኬᄴᜊਗආɓӉ
as make a change in its leadership. Despite all these factors, the year Ѣᓔ̹ఙfኋ၍πίɪࠑ၇၇Ϊ९d˸Ϋ
turned out to be one of the best in terms of returns. The U.S. market జଟϾԊdΌϋʥϞ̈Ѝڌତfߕٰɚ
advanced by more than 20% in 2017 and 12% in the last financial year, ཧɓɖϋٙʺషགྷϵʱʘɚɤdϾɪɓৌ
marking one of the strongest years since the global financial crisis. As a ݁ϋܓۆމϵʱʘɤɚd݊Іᐑଢږፄࠬ
result, most equity markets also had a very strong year. ᅳ˸Ըڌତ௰λٙϋ΅ʘɓfΪϤdϋʫ
ɽʱٰ̹͵ڌତࡗᄒf
In Europe, economic conditions continued to improve. Nevertheless, ᆄݲ˙ࠦdًرܵᚃҷഛf್Ͼd୭
Brexit negotiations continued to exert a negative influence on ᆄሔкᘱᚃ࿁ٰ̹ٙҳ༟ं؟ϓࠋࠦᅂ
sentiments in its equity markets. The Euro also showed a strong ᚤfᆄʩгߕʩ͵я੶ۊˀᅁf
recovery versus the U.S. dollar.
In Asia, investment environment worsened just before the end of the ԭݲ˙ࠦdʕeߕί൱̰ፅɪٙنᙄ˿
financial year due to disputes regarding trade imbalances between ҳ༟ᐑྤί͉ৌ݁ϋܓഐҼۃᔷࢨfЇ
China and the U.S. In Korea, geopolitical conditions tightened as North ಃᒻ̒ࢥٙήᇝ݁طҖැdۆᎇഹ̏ᒵᘱ
Korea continued with its missile test program. ᚃ༊࢛ኬᅁϾᔷᒈၡੵf
98 Hong Kong Housing Society Annual Report 2017/18