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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.
People visit an Apple store in a mall in Beijing on September 23. Photo: AFP
Asia housing and property

The View | How transparency drives property investment in Hong Kong and mainland China

As investors pile into alternative property sectors and seek more exposure to listed real estate, transparency becomes more important.

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China property

The View | Why Shanghai offers hope for China’s ailing real estate market

India

The View | To match China’s economy, India must accept its investment

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China property

The View | Why China’s new housing presale rules are still a source of risk

Beijing is putting homebuyers first, but only by transferring financial risks to to developers already under severe strain.

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Construction cranes rise above a newly built residential district before sunrise in Beijing on September 3. Photo: Reuters
Asia housing and property

The View | Hong Kong and Singapore property shrug off fund tax breaks

While the two cities compete on wealth management incentives to draw talent and capital, the spillover into office and residential real estate remains negligible.

Malaysia

The View | Malaysia wants sustainable data centres, not a blanket ban

Unlike the US backlash, Malaysia is drawing up efficiency requirements to guide a sustainable tech boom.

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Asia housing and property

The View | Japan property is booming, but China is where the value lies

Japan’s commercial property market is in a league of its own, but the sharp repricing in China creates compelling opportunities for investors.

The Shanghai skyline as seen from Lujiazui on July 8. Premium buildings in the city’s central business district are outperforming the rest of the market, creating opportunities for investors seeking to position for a stronger recovery. Photo: Getty Images
India

The View | If India wants an edge on China, it must study education reform

While recent protests were triggered by irregularities in the national medical entrance exam, the quality of education more broadly warrants attention.

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Hong Kong property

The View | Hong Kong hotel sector recovery elusive for unprepared investors

An uneven rebound is favouring established operators as tight supply constraints raise the barriers to entry.

India

The View | Affordable housing a critical gap in India’s real estate boom

While the premium to luxury end of India’s property market is thriving, the dramatic shortage at the low-to-mid-end is coming under scrutiny.

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A train runs along a residential neighbourhood as monsoon clouds hover in Ahmedabad in the Indian state of Gujarat on August 1. Photo: AFP
Hong Kong property

The View | Why Hong Kong’s student housing market faces race against time

Suitable sites for conversion to student housing are dwindling while questions about scalability and liquidity are coming into sharper focus.

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The communal lounge at YOT Hub, located in the Regal Oriental Hotel, in Kowloon City. The youth hostel features 80 rooms for Hong Kong permanent residents aged 18 to 31. Photo: Sam Tsang
US-China tech war

The View | China cannot win the chip war through self-reliance alone

Beyond GPU supremacy, America’s greatest asset lies in its leverage over its allies’ critical technologies and capacities.

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Asia housing and property

The View | Asian property: A thin line separates strength from vulnerability

As Hong Kong, India and Japan show, sharp divergences within a market defy broad-brush generalisations.

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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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
Retailing

The View | What retail apocalypse? Southeast Asia’s malls are sitting pretty

Unlike in other markets, Southeast Asia’s malls are in a good situation as they embrace experiential retail and adapt to consumer tastes.

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Russian flying trapeze artists perform in the atrium of Pondok Indah Mall 2 in Jakarta on June 19. Photo: AFP
China property

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

Geopolitical forces, policy support, attractive rents and lower interest rates have combined to improve the outlook for both markets.

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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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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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A tram travels past premium office buildings in Central, Hong Kong, on January 26. Photo: Jelly Tse
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.

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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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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Artificial Intelligence robots demonstrate working on power grid control units during a media tour at Guangdong Power Grid Robotics Laboratory in Guangzhou, Guangdong province, on April 16. AP: Andy Wong
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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Luxury residential properties on The Peak in Hong Kong. Photo: Roy Issa
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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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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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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Construction workers walk to a data centre under construction at Sedenak Tech Park in the Johor state of Malaysia on September 27, 2024. Photo: AP
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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Office and residential buildings are seen from an observation deck in Tokyo’s Shinjuku business district on January 10, 2025. Photo: EPA-EFE
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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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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