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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 staff member talks about China’s “east data, west computing” initiative at a data centre in Qingyang in northwest China’s Gansu Province on January 6, 2025. Photo: Xinhua
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

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China property

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

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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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US President Donald Trump gestures towards Chinese President Xi Jinping while leaving after a visit to the Zhongnanhai Garden in Beijing, China, on May 15. Photo: Reuters
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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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.

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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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A runner jogs down a path near blocks of flats in Kai Tak on May 3. Photo: Sam Tsang
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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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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People walk through a park in Singapore, with high-rise public housing in the background. Photo: Shutterstock
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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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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A Chinese-flagged tanker is seen moored at an oil terminal at Tsing Yi port in Hong Kong on March 19. Photo: Reuters
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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