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Volatility unlikely to fuel market exodus

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Pension funds have weathered the recent steep falls in Hong Kong equity prices relatively well, according to Elisabeth Scott, assistant director, Schroders Investment Management Hong Kong.

Ms Scott does not believe the recent volatility in the Hong Kong market will lead to an exodus of pension fund money.

'We strongly believe, and I think the market believes, that the best way to keep up with Hong Kong inflation is to invest in Hong Kong stocks and bonds when the Hong Kong bond market is sufficiently developed,' she said.

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Ms Scott pointed out the Chinese economy had been able to maintain impressive growth figures and that China had remained competitive in terms of a global manufacturing base.

Moreover, the Hong Kong peg had survived the speculative pressures that had defeated the peg of other Asian currencies.

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'Unlike Malaysia, Thailand, the Philippines and Indonesia which used to have currencies pegged to the US dollar, the Hong Kong peg survived. This means there is now a currency risk in those markets which did not use to exist,' she said.

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