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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.
last updated:
9 September, 2024
A woman checks on her plants outside her house on Singapore’s Pulau Ubin island on November 1. Photo: Reuters
Singapore

The View | Why there’s no end in sight to Singapore’s property cooling measures

While stricter curbs might be politically unpalatable, ensuring public housing remains accessible and affordable is a bigger concern.

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Japan

The View | Japan’s economic prospects a big theme in Asian real estate

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Asia housing and property

The View | Asia’s property markets are shrugging off political risks

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Thailand

The View | What ‘China problem’? Thai tourism post-Covid is in good health

The Thai government’s optimism about the number of overall foreign arrivals suggests fewer Chinese tourists isn’t as big a problem as feared.

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Chinese tourists are greeted by Thai dancers at the arrivals gate at Suvarnabhumi International Airport in Bangkok on September 25, 2023. Photo: AFP
China property

The View | China’s housing market crisis is still its biggest economic headwind

While Beijing has eased demand-side policies dramatically, the fundamental problems in the property market remain unresolved.

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China economy

The View | China’s property prospects aren’t all doom and gloom

Despite lagging investment, mainland Chinese and Hong Kong real estate markets still have unappreciated long-term growth opportunities.

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Asia housing and property

The View | Why Seoul stands out among Asia’s top property markets

South Korea’s capital is in an enviable position as its office sector remains strong and its living sector holds considerable promise.

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High-rise buildings in Seoul. The South Korean capital has emerged as a darling for investors. Photo: TNS
China economy

The View | China should make its economy work for its youth

As China’s Gen Z opt for more experience-based consumer choices, policymakers must step in to help them support the traditional economy too.

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Australia

The View | How Australia’s housing crisis opens door for eager Asian investors

The factors in Australia’s affordability crisis can be seen elsewhere in Asia, making it important for investors not to overlook their own markets.

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Hong Kong economy

The View | How Hong Kong can lead the way on sustainable textiles

While no longer a manufacturing base for textiles, Hong Kong’s edge in R&D can innovate eco-friendly solutions for the industry.

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A shopper looks at clothes at a shopping mall in Hong Kong’s Yau Tong district, on August 30. Photo: Jonathan Wong
Banking & finance

Opinion | Hong Kong’s stock market has finally found its footing

Mainland China’s economic stimulus measures have boosted much-needed investor confidence in both its own and Hong Kong’s financial sectors.

A woman walks by the People’s Bank of China in Beijing, on February 20. Photo: AP
Indonesia

The View | Indonesia and Philippines must clean up their nickel mines

A US report on worker exploitation adds urgency to the call for reform of an industry already battling accusations of environmental abuse.

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China economy

The View | China’s latest stimulus measures still don’t go far enough

Mortgage rate cuts and reserve requirement reductions may provide short-term relief but they are no substitutes for boosting domestic demand.

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Global South

The View | More than costs, geopolitics is driving new wave of globalisation

Protectionism won’t bring back lost jobs. It will just push companies to move production to places where supply chains are intact even if costs are not the lowest.

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Electric vehicles are lined up inside BYD’s first EV factory in Southeast Asia, a fast-growing regional EV market where it has become the dominant player, in Rayong, Thailand, on July 4. Photo: Reuters
Asia housing and property

The View | Why Fed’s rate cut won’t fix what ails Hong Kong or Singapore

Despite their many differences, Hong Kong and Singapore’s property markets both show that a monetary easing cycle is not a panacea.

Pedestrians pass commercial buildings in Singapore’s central business district on April 11. Photo: Bloomberg
Climate change

The View | How China is becoming the Saudi Arabia of renewables

China’s declining demand for fossil fuels and increased clean-energy capacity could usher in a new shift in global wealth distribution.

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Asia housing and property

The View | Why it’s good news Asia’s property markets are more transparent

While multiple factors drive market booms, the advances in real estate transparency in Asia are significant and should not be downplayed.

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China-Africa relations

The View | Why China is much more to Africa than development ATM

Where once China was a source of infrastructure and financing, Africa will now look to Beijing for knowledge and guidance on industrialising.

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China’s foreign minister Wang Yi (centre) holds hands with his counterparts, Senegal’s Yassine Fall (left) and Congo’s Jean-Claude Gakosso after a joint press conference at the Forum of China-Africa Cooperation on September 5 in Beijing. Photo: AP
Taiwan

The View | Why Taiwan is struggling to curb its tech-fuelled housing boom

Housing has risen to the top of Taiwan’s policy agenda, but differences between the government and central bank are slowing progress.

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Banking & finance

The View | Global stock sell-off in August carries a warning we should heed

The meltdown proved temporary, but the causes for a more devastating outcome will line up if and when US employment and consumption begin to wobble.

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India

The View | Why India’s property market is going from strength to strength

Lower office rents, a consumption boom and big gains in market transparency and liquidity are driving India ahead while others are lagging.

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Workers handle building construction material in Greater Noida, Uttar Pradesh, India, on December 7, 2022. India’s property industry is well placed to continue benefiting from resilient growth. Photo: AP
Asia housing and property

The View | South Korea, Australia show rate cuts are no cure-all for property markets

South Korea and Australia provide a cautionary tale of the limits of monetary policy when other factors also influence the outlook for residential property.

A woman and her dog walk past a property agent’s in Melbourne on August 6. The Reserve Bank of Australia kept borrowing costs at a 12-year high earlier this month, and even discussed the possibility of a further increase, because of persistently elevated inflation. Photo: AFP
Currencies

Macroscope | Those seeking a weaker US dollar should be careful what they wish for

As geopolitical confrontation deepens, the dollar could be heading for a steep fall without any outside help, while gold continues to rise.

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Banking & finance

The View | Central banks need to communicate policy more effectively

The ability of central banks to pursue their main goals will depend increasingly on pursuing reforms in how they think and function.

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Asia housing and property

The View | Why Asia’s rental landscape isn’t as shaky as some might fear

The shifts in rental markets such as Hong Kong, Singapore and Bangkok have shared themes which need to be put into proper perspective.

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Bangkok’s rental market has benefited from a confluence of economic factors stemming from Thailand’s sluggish recovery and concerns about the country’s notoriously high household debt burden. Photo: Shutterstock
Paris 2024 Olympic Games

The View | East Asia’s Olympics results are a testament to a changing world

While ostensibly a showcase of athletic prowess, the Olympics reveal deeper socioeconomic dynamics at play globally.

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Women’s +81kg weightlifting gold medallist Wenwen Li (centre) of China celebrates on the podium with silver medallist Park Hye-jeong (left) of South Korea and bronze medallist Emily Campbell of Britain at the South Paris Arena in Paris on August 11. Photo: Reuters
Japan

The View | Why messy end to negative interest rates won’t dent Japan’s appeal

Japan’s real estate industry is not immune to the fallout from ending ultra-loose policy, but its market’s appeal must not be underestimated.

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Singapore

The View | On Singapore’s residential property market slowdown, look at the big picture

Evidence points to a slowdown in Singapore’s residential property market, but a normalisation of activity is being misconstrued as a crisis.

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