ケーススタディ

A young population and its growing wealth are catalysts for India’s retail sector to transition towards Premiumisation.

Hong Kong residential market sentiment strengthened in Q1 with an uptick in transactions in March. The Grade A office market recorded positive net absorption although rents remain under pressure. In the retail market, the structural changes seen in tourists’ and local residents’ consumption patterns continued to curtail sales performance.

Gimpo became a major last-mile delivery hub with the Gochon Logistics Complex near Seoul.

Our February 2025 edition of the report provides the latest updates in the Philippine commercial real estate industry as well as insights on the local sectors.

China’s “Two Sessions” gathering for 2025 commenced on March 5, marking the final plenary meetings for implementing the current 2021–2025 Five-Year Plan. The government work report reiterates a focus on progression and stability in the policy orientation, and includes a high-level objective of adopting a more proactive fiscal policy to provide sustained support to the economy. More explicitly, there are specific requirements to boost domestic demand and to ensure stability in the real estate market and the stock market.

Nationwide total investment in real estate development for 2024 was at RMB10.0 trillion, down 10.6% y-o-y, while investment in residential development was at RMB7.60 trillion, down 10.5% y-o-y. However, the steep decline in property development investment is now expected to moderate, while the relaxation of home buying rules introduced in May and September somewhat restored market confidence in residential unit purchasing in 2024.