Research

"In this month’s newsletter, we take a look at how capital markets across APAC are becoming more concentrated, both in who is deploying capital and where it is going. A small group of large investors now accounts for almost half of transaction volumes, cross-border capital is taking a much bigger role in Japan, and the corporate capex cycle is increasingly concentrated in technology and resources."

"The Great Wealth Transfer is reshaping the geography of wealth, creating new opportunities for locations that combine business strength, wealth preservation and exceptional quality of life"

"From Store Count to Store Quality: Chinese Brands’ Evolving Retail Strategy for Asia"

"Bond market moves, especially at the long end of the curve, have been grabbing headlines over the past few weeks. Nominal yields in some markets have climbed to levels not seen in a generation."

"While macro uncertainty continues to weigh on sentiment, capital is returning to APAC commercial real estate with greater selectivity. Investment activity is expanding, but performance is increasingly uneven across markets and sectors. The strongest opportunities are being driven by capital rotation, pricing dislocations, and structural shifts in the supply/demand outlook."

"APAC Living works, but selectively. Market and sector selection needs to be paired with right mode of entry."

"Asia Pacific real estate delivered resilient Q1/2026 performance with 19.2% YoY investment growth amid Middle East tensions and US tariff uncertainty. Offices led the recovery while AI-driven industrial and logistics momentum remained strong."