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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.
A Chinese-flagged tanker is seen moored at an oil terminal at Tsing Yi port in Hong Kong on March 19. Photo: Reuters
US, Israel war on Iran

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

Much like China’s rare earths dominance held off Trump’s trade war, Iran is using the Strait of Hormuz to outdo Trump in economic warfare.

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Asia housing and property

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

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Asia housing and property

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

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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.

People shop at Pitt Street Mall in Sydney on September 29, 2025. Photo: Reuters
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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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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Tokyo Skytree is pictured between buildings in a residential area of Tokyo on February 20, 2025. Photo: AFP
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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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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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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An aerial view shows residential buildings under construction by property developer China Vanke in Hangzhou, in eastern China’s Zhejiang province, on March 15, 2024. Photo: AFP
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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Office towers on Hong Kong Island are seen across the water at sunset on November 15. Photo: Jelly Tse
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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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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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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Chinese tourists wheel suitcases through the Ginza shopping district of Tokyo on November 19. China’s Foreign Ministry and its embassy in Japan have advised Chinese citizens against future travel to Japan following recent remarks by Japanese Prime Minister Sanae Takaichi concerning Taiwan. Photo: EPA
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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A visitor observes a miniature model of data cabins for an undersea data centre in Lingshui, in south Hainan province, on September 25. Photo: Xinhua
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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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.

Tourists dressed in Thai traditional costumes visit the Temple of Dawn or Wat Arun in Bangkok on October 6. The steep fall in Chinese tourist numbers in Thailand has been partly compensated by strength in its other source markets such as South Asia. Photo: EPA
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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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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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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Workers building a vessel at a shipyard in Yizheng in Jiangsu province, China, on August 25. China made a big push in shipbuilding at the turn of the century. Today it’s the undisputed leader in ship production, with its shipyards receiving the lion’s share of new orders. Photo: CNS Photo via Reuters
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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Jimmy Kimmel’s late-night talk show was suspended after comments he made about the assassination of conservative activist Charlie Kirk. Photo: Reuters
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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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.

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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The innovation lab inside the premises of India’s information technology company Wipro in Bengaluru, India, on August 13. India now has four innovation clusters, including Bengaluru, in the top 100 of the WIPO list. Photo: Reuters
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.

Office and residential buildings are seen from an observatory deck in the Shinjuku business district of Tokyo, Japan, on February 10. Photo: EPA-EFE
Asia housing and property

The View | Why South Korea and Japan are turning against foreign homebuyers

South Koreans and Japanese are understandably irked by the ease with which foreigners can acquire real estate when locals are struggling.

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China-India relations

The View | India still needs China to catch up with Chinese manufacturing

Rather than limit Chinese investment and reduce reliance on China, India should leverage Chinese know-how to become more competitive.

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