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The path to net zero in Asia - market update
Monika Oppeln Bronikowska
Insights
According to Our World in Data, the world emits around 50 billion tonnes of greenhouse gases each year, which is equal to the amount of emissions generated by driving a car around the world more than 10 billion times. The emissions today are far above pre-industrial levels, causing earth average temperature to rise and placing ecosystems in a vulne...
Shifting gears: Autonomous vehicles and the evolution of urban landscapes
Monika Oppeln Bronikowska
Insights
In the field of urban economics, it is well understood that real estate prices typically decline with increasing distance from Central Business Districts (CBDs). This relation is largely due to the higher cost and longer time associated with commuting from more distant locations, a key factor in property valuation. Current data shows an evident pat...
The office returns stronger than ever before
Michel Greter
Insights
Until a few years ago, there was very little movement in the market for office space. After the open-plan office landscape became standard in the late 20th-century, the market trend was mostly about constantly optimizing the density of workplaces because of continuously increasing rents in most cities across the world. Only recently, with the adven...
Global real estate portfolios and local currencies – to hedge, or not to hedge
Michel Greter
Insights
To hedge, or not to hedge? Although the question is not quite as dramatic as Prince Hamlet's in Shakespeare's masterpiece, it is still a relevant question for any global real estate investor, especially during times when the global financial markets are turbulent and volatility is spiking. Download PDF here Home bias versus international diversific...
Housing Policies in China – How the “Visible Hand” Guides the Housing Market
Vera Li
Insights
The effectiveness of government policies in stabilizing home prices has drawn massive attention among global policymakers. The attention is justified: according to the IMF, despite ever-tightening policy measures in the post-crisis era, supported by cheap financing, global real house prices have recovered to their 2007 peak levels (see Figure 1). A...
Proptech Startups - Reshaping the Rental Housing Market in Southeast Asia
Michel Greter
News
Technology has shifted the way people live and work, creating new opportunities for business and driving the economic growth. Twelve disruptive technologies are believed to bring significant economic impacts by 2025 (McKinsey Global Institute, 2013), whereof mobile internet is deemed to imply the largest disruption by allowing for service delivery ...
What the Trade Dispute Means for China’s Economy and Real Estate
Super User
Insights
Global trade disputes are nothing new, as can be seen in the below figure that shows complaints lodged with the WTO since its formation 23 years ago, in 1995. Historically, most disputes were able to be resolved within 15 months, and the party lodging the complaint usually wins. Download PDF Version However, the United States recently decided to ad
Unlocking the Potential of the Mass Transit System in Greater Jakarta
Michel Greter
Insights
Jakarta, as a capital city and Indonesia's economic center, has been a strong magnet for most people in the country to work or to establish a business. However, high land price in Jakarta causes housing become less affordable, thus, living in the outskirts of Jakarta and commuting to the workplace has become a preferred option to many people. The h...
The Belt-and-Road initiative and the rising importance of China’s Western cities
Super User
Insights
China’s East Coast became wealthy over the past decades thanks to its access to the sea and hence to global trade. Today, the Belt-and-Road initiative starts to link China’s inland cities to the intercontinental trading routes. The augmented revival of the Silk Road raises the strategic importance of those cities and further enhances their strong economic growth.