While stricter curbs might be politically unpalatable, ensuring public housing remains accessible and affordable is a bigger concern.
23 Dec 2024 - 5:48PM videocam
The problem is not China’s leaders lacking the will to enact large-scale stimulus but whether it will work given the present challenges.
19 Dec 2024 - 4:30PM videocam
The most popular sectors in Japan’s stock market are those benefiting from domestic demand-driven growth, such as property and retail.
16 Dec 2024 - 6:36PM videocam
As Beijing and Berlin face pressure to stimulate their economies, challenges posed by Trump’s approach could prompt much-needed policy changes.
12 Dec 2024 - 8:30PM videocam
Despite the prominence of domestic and geopolitical strife, it is policy that ultimately matters most to markets in Hong Kong, Seoul, India and Japan.
9 Dec 2024 - 4:30PM videocam
While low yields might be a symptom of Japanification, evidence shows bond markets are on China’s side.
5 Dec 2024 - 6:28PM videocam
The Thai government’s optimism about the number of overall foreign arrivals suggests fewer Chinese tourists isn’t as big a problem as feared.
2 Dec 2024 - 6:01PM videocam
A widening trade war would further destabilise Europe’s largest economy as it struggles with stagnation, declining exports and geopolitical tensions.
28 Nov 2024 - 6:28PM videocam
While Beijing has eased demand-side policies dramatically, the fundamental problems in the property market remain unresolved.
25 Nov 2024 - 5:49PM videocam
Expect trade tensions to intensify dramatically at a time when many Asian economies, including China, are relying on exports to boost growth.
21 Nov 2024 - 4:30PM videocam
Hong Kong’s real estate industry cannot seem to catch a break, though the outlook is not all doom and gloom if you know where to look.
19 Nov 2024 - 11:15AM videocam
Investors are downplaying the impact of the protectionist and populist thrust of Trump 2.0 and have not even begun to price in the risks.
14 Nov 2024 - 4:30PM videocam
As Beijing prioritises stability and development over reflation, investors must reconcile themselves to the realities of Chinese policymaking.
7 Nov 2024 - 9:23PM videocam
Despite lagging investment, mainland Chinese and Hong Kong real estate markets still have unappreciated long-term growth opportunities.
4 Nov 2024 - 5:20PM videocam
Although Indian and Japanese stock markets have lost some of their lustre, more signs are needed to affirm the quality of China’s post-stimulus bull run.
31 Oct 2024 - 2:47PM videocam
The messier the outcome and the more protracted the dispute over who won, the bigger the threat to the US economy and global markets.
24 Oct 2024 - 8:30PM videocam
South Korea’s capital is in an enviable position as its office sector remains strong and its living sector holds considerable promise.
21 Oct 2024 - 4:30PM videocam
While Chinese policymakers need to bolster confidence in stimulus efforts, investors must come to terms with updated government priorities.
18 Oct 2024 - 9:30AM videocam
While there are reasons for optimism with the news coming out of the Fed and Beijing, the case for caution is much stronger.
10 Oct 2024 - 5:16PM videocam
The factors in Australia’s affordability crisis can be seen elsewhere in Asia, making it important for investors not to overlook their own markets.
7 Oct 2024 - 4:30PM videocam
Markets aside, the economy faces structural challenges. Beijing favours an unbalanced growth mix that makes it harder to boost demand.
3 Oct 2024 - 4:30PM videocam
The private student accommodation market shows great potential, but repurposing existing properties will only go so far to satisfy growing demand.
30 Sep 2024 - 4:30PM videocam
Beijing and Berlin need to restore confidence in their economies, but political and ideological resistance to rises in public spending runs deep.
26 Sep 2024 - 4:30PM videocam
Despite their many differences, Hong Kong and Singapore’s property markets both show that a monetary easing cycle is not a panacea.
Surging stock markets show investors pay no heed to the dangerous dysfunction in US politics, but ratings agencies are ahead of the curve.
19 Sep 2024 - 6:07PM videocam
While multiple factors drive market booms, the advances in real estate transparency in Asia are significant and should not be downplayed.
16 Sep 2024 - 4:30PM videocam
Despite fears China has entered have entered a ‘balance sheet recession’, the country has more tools than Japan to reflate its economy.
12 Sep 2024 - 4:30PM videocam
Housing has risen to the top of Taiwan’s policy agenda, but differences between the government and central bank are slowing progress.
9 Sep 2024 - 4:30PM videocam
Central banks might have kept interest rates too high for too long. Cutting them too quickly could prove even more costly.
5 Sep 2024 - 8:30PM videocam
Lower office rents, a consumption boom and big gains in market transparency and liquidity are driving India ahead while others are lagging.
3 Sep 2024 - 5:30AM videocam