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The View

The View
Daily analysis of the major talking points in the worlds of business and investing with a focus on implications for doing both in mainland China and its key financing hub - Hong Kong.
Construction workers walk to a data centre under construction at Sedenak Tech Park in the Johor state of Malaysia on September 27, 2024. Photo: AP
Asia housing and property

The View | Quirks of Asia’s energy markets work to the benefit of data centres

Asia’s unique energy markets, power sourcing strategies and vast digital infrastructure requirements underpin the sector’s resilience.

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Japan

The View | Japan’s wobbly economy at odds with robust property market

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US, Israel war on Iran

The View | Trump’s energy war over Iran is failing just like his China trade war

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Asia housing and property

The View | Why Iran war disruption isn’t enough to unsettle Asia’s hotels

While higher energy prices pose a threat to global travel, Asia’s strong regional travel demand and diversified source markets offer resilience.

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A tourist poses for a photo doing the traditional Thai greeting during his visit to the Temple of Dawn in Bangkok on January 19. Photo: EPA
Asia housing and property

The View | 4 reasons Asia’s property will endure despite Iran war headwinds

Asian property’s sources of resilience are potent and multifaceted, with the drivers of sentiment distinct from those in financial markets.

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Australia

The View | 5 reasons Australia’s physical retail is uniquely resilient

Several factors contribute to the outperformance of the Australian retail sector, including its relative insulation from digital disruption.

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China-Latin America relations

The View | Venezuela and Panama aren’t the whole story of China in Latin America

While recent events highlight the risks in volatile states, China’s position in Latin America is rooted in deep trade and investment links with the region’s largest economies.

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A man on a motorcycle transports water bottles past pumpjacks, beside deteriorating oil infrastructure on the shores of Lake Maracaibo, in Cabimas, Venezuela on January 26. Photo: Reuters
India

The View | Why AI disruption isn’t a major threat to India’s booming office market

Tech disruption is unlikely to spoil India’s commercial real estate party. If anything, the world’s hottest office market is too hot.

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Asia housing and property

The View | Asian property markets’ supply constraints are a double-edged sword

The narrow pool of high-quality assets benefits landlords and affluent investors but poses a challenge to prospective buyers and renters.

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Hong Kong property

The View | Hong Kong’s housing market recovery rests on solid foundations

Unlike the commercial property sector, the city’s residential market is supported by multiple factors helping to drive demand.

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Hong Kong seen from The Peak. Morgan Stanley expects secondary home prices to rise 10 per cent this year. Photo: K. Y. Cheng
Asia housing and property

The View | 3 factors Asia’s real estate investors must watch in 2026

Asia might have sidestepped the worst of Trump’s tariffs, but investors should focus on price growth, Japan’s resilience and the sustainability of the data centre boom.

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Residential and commercial buildings in Tokyo on August 18, 2025. Home prices rose 56 per cent year on year in the Japanese capital in 2025. Photo: dpa
China property

The View | Will Hong Kong, mainland property see a recovery in 2026? Don’t bet on it

Tech-led resilience is not a cure for all the ills driving the underperformance of mainland Chinese and Hong Kong real estate.

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Hong Kong property

The View | Rebound in Hong Kong’s Central office market could be turning point

At a time when uneven K-shaped recoveries are increasingly prevalent, Hong Kong’s office sector is experiencing its own unbalanced rebound.

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Asia housing and property

The View | Asia’s housing affordability squeeze shows no signs of slowing

Some of the sharpest increases in property values are in economies facing major headwinds or those suffering from an acute shortage of affordable housing.

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A cyclist rides past residential buildings along a main road as the sun sets in Seoul on November 11. Photo: AFP
China property

The View | Why China Vanke’s debt woes have barely made a ripple in markets

Robust exports, surging stocks and investors looking elsewhere have curbed pressure for more forceful government intervention.

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A security guard gestures in front of Vanke’s headquarters in Shenzhen. Vanke has proposed delaying repayment on a yuan-denominated bond for the first time, causing the prices of some its dollar-denominated bonds to fall into distressed territory. Photo: Reuters
Japan

The View | Takaichi’s nationalism and fiscal stimulus test Japan’s property market

Despite market pressures, cost-of-living concerns and the diplomatic row with China, other factors have a strong bearing on the nation’s real estate.

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Asia housing and property

The View | An AI-fuelled data centre bubble in the making? Not in Asia

Asia provides strong reassurance that the AI boom is not the only factor driving development and investment in data centres.

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Vietnam

The View | Why Vietnam’s property sector has weathered Trump’s tariff typhoon well

Trump’s tariff blitz has not just provided an impetus for reforms, it has helped address misconceptions about Vietnam’s manufacturing sector.

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A man walks past a Nike billboard outside a shopping mall in Hanoi on July 8. Washington and Hanoi unveiled a trade pact with much fanfare and few details, but it allowed Vietnam to avoid Trump’s initial 46 per cent tariff. Photo: AFP
US-China relations

The View | Can Scott Bessent see China’s trade counterstrike with clear eyes?

China’s export control regime on rare earths isn’t retaliation for recent US restrictions – it’s a response to overall US policy.

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Asia housing and property

The View | Why Thai property investors can find reason for cheer in dismal 2025

Even with the economy hit by multiple crises this year, not least a plunge in Chinese tourist numbers, it’s not all doom in the hotel and office sectors.

Japan

The View | Why Japan’s hotel operators have nothing to fear from tourism backlash

Political turmoil, a cost-of-living crisis and ire towards tourists are unlikely to keep Japan from being a top-performing hotel market.

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People walk past shops near Sensoji Temple in the Asakusa district of central Tokyo on September 16. Photo: AFP
Asia housing and property

The View | Critics of Singapore’s property cooling measures miss bigger picture

The housing market will keep testing the government’s tolerance, but without interventions, things would be a lot more volatile.

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A view of a residential building in Singapore’s Chinatown with Housing and Development Board flats. Photo: Getty Images
United States

The View | How will Trump revive US shipbuilding after years of protectionist rot?

Industrial policy, alongside tech and steel support, made shipbuilding in Japan, South Korea and China competitive. Can the US do it too?

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Disney

Jimmy Kimmel will return to ABC network on Tuesday, Disney says

The TV host’s talk show was suspended six days ago after he made remarks about the assassination of Charlie Kirk.

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Hong Kong property

The View | Why Hong Kong’s commercial property market could do with some stress

Not only can the resulting adjustments help unlock investments, but a sterner stress test is likely to accentuate the resilience of Hong Kong’s banking system.

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With Hong Kong now experiencing an IPO boom that has helped to restore confidence in its role as a financial centre, this is arguably the right time for the city’s commercial property market to be undergoing a stress test. Photo: Sam Tsang
Asia housing and property

The View | Asian governments may have a housing affordability crisis on their hands

From Singapore to Seoul, piecemeal efforts to expand affordability have only limited options for policymakers as housing prices rise.

People look at Singapore’s skyline shrouded under rain clouds on September 11. Photo: AFP
India

The View | Together, China and India can be a tech innovation force

India has shot up in innovation rankings with venture capital as a new metric. More could be achieved if India and China joined forces.

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Asia housing and property

The View | Resilient Asia shines as global office market sees signs of recovery

London’s Canary Wharf district is staging a recovery and the US office market has averted a crisis, but Asia remains a source of strength.

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