On our journey looking at world economic developments, crises are sadly rarely far away. Indeed, our subject of today has in many ways been one long-running crisis. But the 2022 energy crisis and its consequences has given another shove to the problems of Pakistan. Here is the Financial Times. Pakistan’s economy is at risk of […]
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased from 723.18 to 725.07 (0.26%) compared to last month’s update. The REIT Index has rebounded from the sell-off in September and October and since early November has been within the range of 714 and 742. It has been moving sideways for the past 2 months. […]
It’s gaining momentum and the future pipeline is likely to raise the top prices equivalent to those seen in Manhattan and London. Originally published June 14, 2022. Tokyo’s ultra-luxury residential market has continued to grow on the back of the redevelopment seen in the city. Tokyo has seen a slate of large redevelopment projects over […]
Originally published November 2020. When 2020 dawned, no one could have fathomed what eventually would envelop the world and define how history will remember it for future generations – the covid-19 pandemic. As we near the end of a tumultuous year, market watchers will no doubt look back and take stock of the impact the […]
Originally published March 2021. The collapse of Greensill involved a predicable cast of unwise enablers, but it should serve as a warning to the growing number of alternative asset buyers on the dangers of complex deals which promise much but deliver less. Due diligence is critical in the highly illiquid alternatives sector. You really can’t […]
Originally published November 2020. I don’t like repeating a story that brings any disrespect to the Beatles, especially one so clearly unlikely as the exchange attributed to John Lennon when asked if Ringo was the best drummer in the world: “He isn’t even the best drummer in the Beatles!” I raise this in relation to […]
Originally published March 2021. For many years retail has been the second-largest invested asset class in the commercial real estate world. But now, being one of the sectors most hard-hit by covid-19, it is often leaving investors nervy, and has become an area that many are seeking to avoid. According to the latest data from […]
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 859.68 to 865.91 (+0.72%) compared to last month’s update. Currently the Singapore REIT index is still trading with a range between 816 and 874. Yield spread (in reference to the 10-year Singapore government bond of 1.551%) continues to tighten from 4.08% to 3.809%. […]
This article was originally published in November 2020. Australian is sometimes referred to as the lucky country. While a generalisation, Australian commercial real estate (CRE) has enjoyed strong investment demand from both local and offshore investors over the past decade. Over the ten years to December 2019, yields had fallen to record lows and transaction […]
The island nation of Taiwan may be in the spotlight today for handling covid-19 without a lockdown but it’s about to become one of the most contentious geopolitical flashpoints of the decade. On 17 April 2021, The South China Morning Post reported that: “The United States and Japan called for ‘peace and stability across the […]
