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世邦魏理仕料未來最少三至四季本地消費將加速增長
世邦魏理仕香港研究部主管陳錦平表示,根據政府最新公布,9月份香港失業率延續下降趨勢,失業率和失業人數下跌速度均標誌著香港近期史上最快速的勞動市場復甦,在這次經濟衰退中香港僅用七個月的時間,將失業率下降2.7個百分點,從 2021年2月的7.2%降至第三季末的4.5%;而同期失業人數減少31%,復甦步伐較環球金融風暴及2001至2003年經濟下行要快。 他預期,按最新數字分析,本地消費將會顯著回升,並在未來最少三至四個季度繼續加速增長。他續指,零售市場近月出現復甦跡象,租賃需求主要由滿足本地消費的品牌和行業所推動,相信在未來一段時間仍會持續,隨著商舖租金慢慢恢復增長,預料未來數月投資者對零售物業的興趣將會逐漸增加。 就業前景改善亦將有助提高家庭的負擔能力,加強住宅物業的需求,他預期中小型住宅市場尤其受惠,但豪宅需求仍要等待通關後更多非本地居民重現時才會回升。
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