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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.
The communal lounge at YOT Hub, located in the Regal Oriental Hotel, in Kowloon City. The youth hostel features 80 rooms for Hong Kong permanent residents aged 18 to 31. Photo: Sam Tsang
Hong Kong property

The View | Hong Kong hotel sector recovery elusive for unprepared investors

An uneven rebound is favouring established operators as tight supply constraints raise the barriers to entry.

India

The View | Affordable housing a critical gap in India’s real estate boom

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Hong Kong property

The View | Why Hong Kong’s student housing market faces race against time

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US-China tech war

The View | China cannot win the chip war through self-reliance alone

Beyond GPU supremacy, America’s greatest asset lies in its leverage over its allies’ critical technologies and capacities.

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Visitors walk by a billboard showing a semiconductor chip, at the Chinese International Supply Chain Expo in Beijing on June 26. Photo: Getty Images
Asia housing and property

The View | Asian property: A thin line separates strength from vulnerability

As Hong Kong, India and Japan show, sharp divergences within a market defy broad-brush generalisations.

Asia housing and property

The View | Concern over AI’s impact on Asia’s real estate sector is misplaced

Even if the current AI boom falters, demand for digital infrastructure in Asia – especially in developing countries – will remain strong.

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Retailing

The View | What retail apocalypse? Southeast Asia’s malls are sitting pretty

Unlike in other markets, Southeast Asia’s malls are in a good situation as they embrace experiential retail and adapt to consumer tastes.

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Russian flying trapeze artists perform in the atrium of Pondok Indah Mall 2 in Jakarta on June 19. Photo: AFP
China property

The View | Green shoots in Hong Kong, mainland China property markets deserve attention

Geopolitical forces, policy support, attractive rents and lower interest rates have combined to improve the outlook for both markets.

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US-China relations

The View | In Beijing, the US and China tiptoed around tech and critical minerals

Summit addressed the top and bottom layers – geopolitical framing and trade mechanics – but left the strategic middle layer largely implicit.

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Asia housing and property

The View | The 2 main sources of resilience in Asian real estate

The shock absorbers of supply constraints, a flight to quality, the search for safe havens and domestic demand provide a robust base.

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A tram travels past premium office buildings in Central, Hong Kong, on January 26. Photo: Jelly Tse
Asia housing and property

The View | Japan no longer Asia’s only rental housing market attracting investors

While Japan remains the most developed market, property investors are finding new opportunities elsewhere in the region.

Tokyo Skytree is pictured between residential buildings on February 20, 2025. Photo: AFP
Hong Kong property

The View | Hong Kong’s property recovery could be more robust than many think

A variety of local factors as well as shifts in geopolitics and global commercial real estate are working in Hong Kong’s favour.

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China property

The View | Energy crisis showcases strengths of China’s data centre market

China’s relative resilience to the energy shock and its cheap and abundant electricity supply are an advantage in the AI race.

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Asia housing and property

The View | Asian private wealth an emerging force in property investment

Hong Kong is just one of several markets across the Asia-Pacific seeing rapid growth in investment by private wealth.

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Luxury residential properties on The Peak in Hong Kong. Photo: Roy Issa
Hong Kong property

The View | Why Hong Kong property recovery sceptics miss the bigger picture

While the recovery in Hong Kong’s real estate market has its weaknesses, the underpinnings of the latest upturn look more solid.

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A construction site for a residential development in Kai Tak on May 6, 2025. Photo: Reuters
Singapore

The View | Others in Asia would love to have Singapore’s housing market problems

The city state’s problems pale beside those in other Asia-Pacific markets facing supply shortages that drive up prices and rents.

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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

While the country’s economy and currency are struggling, Japan’s property fundamentals remain strong.

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Office and residential buildings are seen from an observation deck in Tokyo’s Shinjuku business district on January 10, 2025. Photo: EPA-EFE
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

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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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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A view of residential and commercial buildings in Tokyo on August 18, 2025. Photo: dpa
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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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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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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