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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 new home for sale in Decatur, Georgia, on March 24. Photo: EPA-EFE
Asia housing and property

The View | Trump tariff storm can’t take shine off US property market

Trump’s reckless policies have caused a surge in risk, but the US property market will continue to capitalise on its unique strengths.

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Asia housing and property

The View | Asian real estate in a Trumpian age: buy Japan and India, avoid China?

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Asia housing and property

The View | Why Asian real estate is safe from Trump’s tariff blitz

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Asia housing and property

The View | How Indonesia can calm property investors’ fears of a return to 1998

Concern about democratic backsliding and poor liquidity are obscuring otherwise solid fundamentals in one of Asia’s largest markets.

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The Kuningan business district is seen at dusk in Jakarta, Indonesia, in June 2023. Rents for grade A office buildings in the central business district have fallen continuously for the past decade. Photo: Shutterstock
Asia housing and property

The View | Asia’s commercial property market growing in diversity and complexity

While a shortage of investible assets and less attractive returns pose challenges, commercial property in Asia has come far in recent years.

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Ukraine war

The View | Ukraine must look beyond the US to chart its own course for peace

As the US forsakes its role as a trustworthy arbiter in Ukraine, China can help address Europe’s security and development needs.

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Asia housing and property

The View | Why Asia property investors won’t stray from data centres and Japan playing

Fierce demand for digital infrastructure and Japan’s stability will remain highly attractive to investors looking towards Asia.

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Tourists walk past shops and restaurants in the popular Shinsekai district of Osaka on February 24. The boom in tourism in Japan has helped to make it the “most in-demand hotel market” in the Asia-Pacific. Photo: AFP
China property

The View | Why investors are taking a second look at Chinese real estate

While the overall market has yet to bottom out and policies are needed to boost confidence, secondary market resilience offers some hope.

Icons and Influencers

Who is congresswoman Jasmine Crockett, who called Trump and Musk ‘idiots’?

Crockett recently shared her views on Doge, Elon Musk and Donald Trump during an appearance on The View; in January, she and Mace had a public argument that resulted in her receiving a threatening call.

Fame and celebrity

Meet outspoken Fox News anchor and Trump fan Harris Faulkner

The long-time Fox News host, who refers to herself as a ‘cougar’, fears antisemitism will affect her biracial daughters – she’s also a fan of Trump, yet bristles at being labelled ‘far-right’.

US President Donald Trump and Fox News anchor Harris Faulkner. Photo: @harrisfaulkner/X
Artificial intelligence

The View | How DeepSeek’s open-source breakthrough is reshaping AI innovation

By establishing accessible AI platforms, China can lower entry barriers for global innovators and strengthen open-source collaboration.

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A person holds a phone showing the DeepSeek app in Los Angeles on January 28. Stock of Nvidia plunged 17 per cent, the worst daily percentage loss since March 2020, in the midst of Chinese AI firm DeepSeek developing a ChatGPT rival at a fraction of the reported cost of its US peers. Photo: EPA-EFE
Asean

The View | How Southeast Asia’s property sector is insulated from Trump’s tariff war

The region epitomises a vital source of resilience in Asian real estate: the strong role of domestic and regional demand.

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Asia housing and property

The View | Trump-driven uncertainty puts Asia’s property markets under pressure

Even safe havens such as Japan, Australia and Singapore are under scrutiny as a more challenging global economic landscape emerges.

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Hong Kong property

The View | Hong Kong property market gloom has become self-fulfilling prophecy

There are good reasons Hong Kong’s real estate market keeps underperforming regional peers, but the prevailing narrative is too pessimistic.

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Residential buildings in Hong Kong as seen on November 8, 2024. While lifting the spirits of a city that has suffered one shock after another since 2018 is not easy, one of Hong Kong’s enduring strengths over the years is its ability to bounce back. Photo: Reuters
Malaysia

The View | Why Malaysia is the Asian data centre market to watch

With its expanding digital economies and key role in communications infrastructure, Asia is seeing robust investment in data centre development.

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Visitors pass a presentation made by Google during the groundbreaking ceremony for Malaysia’s first Google data centre in Kuala Lumpur on October 1, 2024. Photo: EPA-EFE
Asia housing and property

The View | Trumponomics won’t be the most influential factor in Asian property markets

There is no room for complacency on the acute threats facing Asia, but its varied real estate landscape and sources of resilience merit note.

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Banking & finance

The View | Languishing wars, a stagnant China? Investors shouldn’t be so sure

While some forecast a 10 per cent rise for the S&P 500 and an underperforming China this year, key variables complicate such outcomes.

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Asia housing and property

The View | 3 trends to watch in Asian real estate in 2025

The financial and economic risks of a second Trump term are becoming clearer for interest rate-sensitive sectors, particularly property.

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US president-elect Donald Trump rings the opening bell on the trading floor of the New York Stock Exchange on December 12. Photo: Getty Images
United States

The View | Why world should agree to hand nominal leadership to the US

The US simply cannot afford to sustain its dominance so there’s no real danger, but pandering to Trump’s vanity could have its rewards.

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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

The most popular sectors in Japan’s stock market are those benefiting from domestic demand-driven growth, such as property and retail.

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Mount Fuji is pictured in the background as people walk around a popular outlet shopping centre in the city of Gotemba, Shizuoka prefecture, on November 28. Photo: AFP
Asia housing and property

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

Despite the prominence of domestic and geopolitical strife, it is policy that ultimately matters most to markets in Hong Kong, Seoul, India and Japan.

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A protester holding a cardboard cut-out of South Korea’s President Yoon Suk-yeol takes part in a demonstration calling for his ouster, outside the National Assembly in Seoul, on December 8. Photo: AFP
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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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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A poster in the window of a real estate agency in Fortress Hill, Hong Kong, shows deeply discounted house prices, on July 29. Photo: Eugene Lee
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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