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Research
Premiumisation of India's Retail Sector: Upscaling, Upgrading and Evolving
A young population and its growing wealth are catalysts for India’s retail sector to transition towards Premiumisation.
Suvishesh Valsan • 15/04/2025
Research • Economy
Hong Kong Office, Retail And Residential Markets Q1 2025
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.
Rosanna Tang • 07/04/2025
Insights
Logistics Tenant Profile – 이커머스 물류 발원지, 김포
김포는 서울과 인접하다는 장점을 십분 발휘하며 라스트마일 배송 거점으로의 입지를 굳히고 있다. 이커머스의 양대 산맥, 쿠팡과 마켓컬리가 높은 점유율로 존재감을 뽐내고 있는 지역이기도 하다. 2025년 4월에 발간된 “Logistics Tenant Profile: 이커머스 물류 발원지, 김포편”에서는 효율성 향상을 추구하는 쿠팡의 주요 운영 특징도 확인할 수 있다. 물류 자동화, 대규모의 차량 출입과 인력 투입, 납품처를 순회하며 픽업하는 밀크런 방식의 공급망 운영이 가능한 신축 우량 물류센터는 핵심 자산으로 인정받아 그 가치가 더욱 빛을 발할 것으로 예상된다. 대표적인 이커머스 기업과 풀필먼트 물류 사업의 선두주자인 대형 물류사의 선호도가 증가하고 있기 때문이다.
Carter Kim • 03/04/2025
Research
Philippines Property Market News
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.
Claro Cordero Jr. • 31/03/2025
Research • Government / Public Sector
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.
Sabrina Wei • 21/03/2025
Research • Investment / Capital Markets
China Residential Market Report 2024
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.
Xiaoduan Zhang • 18/03/2025
Research
Logistics Tenant Profile – 변화하는 물류 허브, 충청
충청 권역은 경부 및 중부 고속도로를 축으로 대부분의 물류센터가 위치하고 있으며, 2019년 대비 2024년 물류 면적이 약 220% 수준으로 증가하였습니다. 특히 천안, 음성, 진천 지역에 신규 공급량의 약 70%가 집중 분포하고 있습니다.
Carter Kim • 24/02/2025
Research • Economy
Hong Kong Property Markets — 2024 Review and 2025 Outlook
Hong Kong office market net absorption improved in 2024 to reach 1 million sq ft. Residential market sentiment strengthened with greater demand for rental housing assets, and with the government expanding the non-local student ratio, student accommodation has become a focus in the city’s capital market. In the retail market, active new leasing activity in prime streets has reduced vacancy rates across core districts.
Video • Investment / Capital Markets
Entering 2023, we are overshadowed by anxiety and concern over the impact of the global economic recession which is expected to happen in 2023.
Arief Rahardjo • 20/12/2022
