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Hong Kong Monetary Authority (HKMA)
BusinessBanking & Finance

Hong Kong’s Exchange Fund posts weakest first-quarter gain since 2016 after losses from overseas stocks

Overseas stock investments lost HK$7.4 billion in the quarter, compared with a gain of HK$24.5 billion in the same period a year ago

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Hong Kong Monetary Authority chief executive, Norman Chan Tak-lam. Photo: SCMP
Enoch Yiu

Hong Kong’s Exchange Fund, the city’s reserves and asset war chest for defending its currency, has reported the worst first-quarter investment return since 2016, due to losses from overseas stock investments.

The fund has been unable to repeat last year’s record-breaking performance, with returns for the first three months revealed on Tuesday at HK$26.1 billion (US$3.32 billion), down 60 per cent from the HK$64.9 billion a year earlier. It is the lowest return since the first quarter of 2016, when the figure was HK$25.4 billion.

Overseas stock investments lost HK$7.4 billion in the quarter, compared with a gain of HK$24.5 billion 12 months ago.

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During the first quarter the fund’s Hong Kong equity holdings also reported far lower gains at HK$1.7 billion, compared with a HK$14.3 billion gain at the same time last year.

The fund is controlled by the Hong Kong Monetary Authority (HKMA). The modest performance for the period was blamed on a volatile stock market, with the city’s benchmark Hang Seng Index edging up just 0.6 per cent in the first three months, plagued mainly by ongoing nervy global sentiment caused by worries over a potential trade war between the US and China.
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The Dow Jones Industrial Average closed the first quarter of 2018 down about 2.5 per cent.

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