Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
The Bank of Japan (BoJ) left short- and long-term policy rates unchanged at -0.1% and around 0%, respectively, at the...
Research Briefing
India appears the economy most like China as it is the only one that can match it in terms of...
Our new global relative return index (RRI) signals that commercial real estate (CRE) investment opportunities should slowly and selectively emerge...
Research Briefing
Following a year of subdued global growth in 2023, we think a further softening of economic conditions is likely next...
Research Briefing
We expect fiscal consolidation to generally continue in Asia, except in mainland China and Taiwan. In those economies, we anticipate looser fiscal policy this year and very slow normalisation...
Research Briefing
The Bank of Japan (BoJ) maintained the policy rates at its September meeting, following a tweak in its yield curve...
Research Briefing
China's weak economic activity amid a housing correction has led many investors to draw comparisons with Japan's balance sheet recession...
Research Briefing
As food tends to be purchased often and account for a large part in the consumption basket – 22% in...
In Asia Pacific and in Europe, total employment growth in major cities over the period 2023-27 is likely to lag...
Research Briefing
In Asia Pacific and in Europe, total employment growth in major cities over the period 2023-27 is likely to lag...
Research Briefing
Office-based sectors have been the key driver of economic growth across APAC’s key cities over the last 10 years. We...
Research Briefing
Recent bank funding turmoil is likely to lead to tighter lending conditions in commercial real estate markets in the Asia-Pacific...
Research Briefing
Cities with the most favourable demographics and with strength in the consumer- and office-based sectors are set to power China's...
Research Briefing
Employment growth is likely to slow across Asia Pacific cities in 2023, due to faltering effects of post Covid-19 recoveries...
Research Briefing
Once pent-up demand from post-lockdown fades, we think that Asian economies will settle at lower GDP growth and higher inflation than our pre-pandemic forecasts. This means nominal interest rates are also likely to stay high in 2023-2024.
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Aside from Malaysia's BNM meeting and a host of CPI data this week, the closely-watched "Two Sessions" political event will be held in China, trade data from China...
Research Briefing
The Bank of Japan enhanced its funds-supplying operations in January, after widening the tolerance band for 10-year JGB yields in...
Research Briefing
A cautious 2023 budget amid the need to stabilize government finances post pandemic means that fiscal policy won't be able...