Hong Kong in uncertain times

Hong Kong’s long-term investment prospects remain good amidst the social unrest.

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Malaysia: Beyond the politics

Malaysia's ongoing political drama has received much attention, casting the nation in a negative light. Investors should be aware of two broad government initiatives that may boost demand and create opportunities in Malaysia's commercial real estate market.

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Beyond Gateway

The protracted monetary easing cycle forged by central banks around the world to rejuvenate economic activity has greatly boosted investment interest in commercial real estate, particularly in the office sector.

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More yield compression in Australia?

In a bid to tighten the spare capacity in the labour market and support the long-term inflation target, the Reserve Bank of Australia cut the official cash rate by another 25 basis points to a historical low of 1% in July.

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Checking into a New Asset Class: Select-Service Hotels in the US

Select-service hotels in the United States have over 35 years of history and the segment is booming in the US, with demand growth outpacing the overall national average by three times in the last 20 years. What exactly does the sector offer and why is it an attractive option for Asian investors looking to diversify their portfolio beyond their home region? 

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5G Driving Growth

In our view, 5G will profoundly impact China's real estate market, lifting demand for industrial real estate, offices, and data centres. Retail is also likely to gain, although 5G's impacts will take time to be felt.

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Time to Diversify Amid the Rush for Real Assets

Investor appetite for real assets – property, infrastructure and sustainable resources – has grown quickly in recent years and is showing little sign of waning, despite intensely fierce competition for the best deals. With institutional capital seeking niche areas of real estate to extract higher yields, where should investors look?

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A New Era of Xi’s Centralized Power

The political shift towards an unlimited presidency represents China's most decisive change yet from the 1980s. Despite the cloud of a potential trade war with the US (which is increasingly low), this centralisation of power under Xi's administration will reduce domestic political uncertainty, accelerate market and social reforms, and ultimately boost the country's economic prospects.

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Belt and Road Presents a Rich Array of Opportunities

China's Belt and Road initiative (“BRI”), President Xi Jinping's international infrastructure strategy, has attracted a lot of attention from investors since it was announced in 2013. How can Singapore and fund managers such as ARA navigate the numerous risks to benefit from the tremendous opportunities that the BRI presents?

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US-China Trade Spat

The trade spat between the US and China that sent markets tumbling last week seems to be over. However, we may not be out of the woods yet as the situation depends on developments over the next week or so. 

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Singapore Budget 2018 And Its Probable Impact on the Real Estate Market

How will the latest measures unveiled under Singapore Budget 2018 affect the local real estate market?

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Asia Pacific REITs Prepare to Take Centre Stage

The Asian Pacific REIT market is entering a phase of rapid growth and development, creating opportunities for investors who seek stable, income-producing securities with a strong performance record.

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Reimagining Malls for Modern Cities

Online retailers have revolutionised how, when and where we shop. This shift has taken its toll on traditional shopping centres, but some malls are thriving. What will it take to reimagine the retail concept for the modern age and create the mall of the future?


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