

Originally published June 2022. (Even though it might eventually cease to exist.) Japan’s death rate exceeds its birth rate, prompting speculation that the country could eventually cease to exist if nothing is done to change this. In addition, Japan’s ageing and...
Why many institutions continue investing in Japan

Sino-Russian energy deal-making since the Ukraine war
Somewhat quiet on the (Far Eastern) front The 2022 Russian invasion of Ukraine, beginning 24 February, has turned the Russian energy trade upside down. Meanwhile, McKinsey estimates that Chinese demand for gas will double to 526 billion cubic meters (bcm) by...
Sino-Russian energy deal-making since the Ukraine war

Post-pandemic demographic assumptions revisited
Implications for real assets demand. The repercussions of Covid-19 will continue to be felt long after the final phases of the pandemic are over. Assumptions that are underpinned by real assets secular demand drivers require revising. At CBRE Investment...
Post-pandemic demographic assumptions revisited

China’s ‘stop-paying-the-loans’ phenomenon: the legal problems
On 30 June 2022, purchasers of Hengda Longting apartments in Jingdezhen City, Jiangxi Province, issued a public notification of intending to stop paying home loans (qiangzhi tingdai gaozhi shu). The notification represented over 900 purchasers of the...
China’s ‘stop-paying-the-loans’ phenomenon: the legal problems

A letter from Tokyo
Marunouchi: the quest for perfection Perfectionism is very important in Japan. In the collective national quest to slowly achieve the immaculate, Tokyo’s Marunouchi district may come close to that goal. Whenever designers sketch out future business districts,...
A letter from Tokyo