《大行报告》高盛估算30-40亿美元资金由香港流向新加坡
高盛发表的报告指,该行持续监察香港银行体系存款情况,并分析了8月份香港及新加坡存款活动情况,发现香港存款录温和净流出,而新加坡外币存款则录温和的净流入,尽管如此该行仍认为香港银行体系有充足的港元及外币流动性,但相关数据无法消除投资者对资金流出香港的忧虑。高盛相信,针对香港资金外流及流动性的讨论将维持热烈,而9月及往後的数据亦依然十分重要。
该行指出,8月港元存款按月跌1.6%,而7月及6月则分别按月持平及按月升0.5%,金管局亦指出港元存款在9月首三星期有轻微增加,按年来看港元存款增长1.8%。由於外币存款按月升0.2%,故总体而言香港银行体系存款按月跌幅为0.7%。在存贷比例方面,港元存贷比例升至90.1%,而7月份则为88.9%,总体存贷比率则由7月份的74.4%升至74.8%。该行认为虽然流动性有所收紧,但香港市场存贷比率仍低於100%,反映资金仍充裕。
在新加坡方面,该行指出新加坡本地银行的外汇存款再度大幅向上,按月增约14%,同时外地人存款亦巧合地连续第二个月显着增加,按月升5%,虽然基数相对较低,但或反映了资金是由香港流向新加坡,该行估算存款外流最多亦只是30-40亿美元,相对香港的港元及美元存款总额仍然十分细。 ~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.