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Webinar
China and India – shifting issues, shifting roles

with Alexandra Hermann and Louise Loo | Online | June 21, 2023

China’s population has peaked and its industrial engines have struggled despite this year’s reopening. The longer-term outlook is beset by meaningful structural headwinds, an uncertain regulatory policy, geopolitical tensions with the US. Enter India, a vast and young workforce has the potential to benefit from the ongoing supply chain diversification away from China. We provide our takes on the near- and medium-term outlooks for both economies and discuss how the two economic giants could both co-exist and compete in this new economic world order.

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Webinar
Seeds sown for Australian apartment recovery

Online | October 27, 2021

The outlook for the apartment sector has brightened over 2021. The latest data points suggest the sector has passed the trough. The return of investors, the reopening of the international border and an affordability-based shift toward apartments in some cities will underpin unit prices outpacing houses over the coming years. A strong pipeline of institutional programs, the impending completion of major new public transport links across Australia’s major cities, and an emergent build-to-rent sector further cement this rosy outlook.

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