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The View

The View
Daily analysis of the major talking points in the worlds of business and investing with a focus on implications for doing both in mainland China and its key financing hub - Hong Kong.
People walk amid office towers in Central on January 26. Average rents for grade A offices in the Central business district grew nearly 6 per cent on a quarterly basis last quarter, while rents for premium buildings in the district surged 12 per cent, the fastest rate since the third quarter of 2010. Photo: Jelly Tse
China property

The View | Green shoots in Hong Kong, mainland China property markets deserve attention

Geopolitical forces, policy support, attractive rents and lower interest rates have combined to improve the outlook for both markets.

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US-China relations

The View | In Beijing, the US and China tiptoed around tech and critical minerals

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Asia housing and property

The View | The 2 main sources of resilience in Asian real estate

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Asia housing and property

The View | Japan no longer Asia’s only rental housing market attracting investors

While Japan remains the most developed market, property investors are finding new opportunities elsewhere in the region.

Tokyo Skytree is pictured between residential buildings on February 20, 2025. Photo: AFP
Hong Kong property

The View | Hong Kong’s property recovery could be more robust than many think

A variety of local factors as well as shifts in geopolitics and global commercial real estate are working in Hong Kong’s favour.

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China property

The View | Energy crisis showcases strengths of China’s data centre market

China’s relative resilience to the energy shock and its cheap and abundant electricity supply are an advantage in the AI race.

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Asia housing and property

The View | Asian private wealth an emerging force in property investment

Hong Kong is just one of several markets across the Asia-Pacific seeing rapid growth in investment by private wealth.

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Luxury residential properties on The Peak in Hong Kong. Photo: Roy Issa
Hong Kong property

The View | Why Hong Kong property recovery sceptics miss the bigger picture

While the recovery in Hong Kong’s real estate market has its weaknesses, the underpinnings of the latest upturn look more solid.

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Singapore

The View | Others in Asia would love to have Singapore’s housing market problems

The city state’s problems pale beside those in other Asia-Pacific markets facing supply shortages that drive up prices and rents.

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Asia housing and property

The View | Quirks of Asia’s energy markets work to the benefit of data centres

Asia’s unique energy markets, power sourcing strategies and vast digital infrastructure requirements underpin the sector’s resilience.

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Construction workers walk to a data centre under construction at Sedenak Tech Park in the Johor state of Malaysia on September 27, 2024. Photo: AP
Japan

The View | Japan’s wobbly economy at odds with robust property market

While the country’s economy and currency are struggling, Japan’s property fundamentals remain strong.

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Office and residential buildings are seen from an observation deck in Tokyo’s Shinjuku business district on January 10, 2025. Photo: EPA-EFE
US, Israel war on Iran

The View | Trump’s energy war over Iran is failing just like his China trade war

Much like China’s rare earths dominance held off Trump’s trade war, Iran is using the Strait of Hormuz to outdo Trump in economic warfare.

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Asia housing and property

The View | Why Iran war disruption isn’t enough to unsettle Asia’s hotels

While higher energy prices pose a threat to global travel, Asia’s strong regional travel demand and diversified source markets offer resilience.

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Asia housing and property

The View | 4 reasons Asia’s property will endure despite Iran war headwinds

Asian property’s sources of resilience are potent and multifaceted, with the drivers of sentiment distinct from those in financial markets.

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A view of residential and commercial buildings in Tokyo on August 18, 2025. Photo: dpa
Australia

The View | 5 reasons Australia’s physical retail is uniquely resilient

Several factors contribute to the outperformance of the Australian retail sector, including its relative insulation from digital disruption.

People shop at Pitt Street Mall in Sydney on September 29, 2025. Photo: Reuters
China-Latin America relations

The View | Venezuela and Panama aren’t the whole story of China in Latin America

While recent events highlight the risks in volatile states, China’s position in Latin America is rooted in deep trade and investment links with the region’s largest economies.

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India

The View | Why AI disruption isn’t a major threat to India’s booming office market

Tech disruption is unlikely to spoil India’s commercial real estate party. If anything, the world’s hottest office market is too hot.

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Asia housing and property

The View | Asian property markets’ supply constraints are a double-edged sword

The narrow pool of high-quality assets benefits landlords and affluent investors but poses a challenge to prospective buyers and renters.

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Tokyo Skytree is pictured between buildings in a residential area of Tokyo on February 20, 2025. Photo: AFP
Hong Kong property

The View | Hong Kong’s housing market recovery rests on solid foundations

Unlike the commercial property sector, the city’s residential market is supported by multiple factors helping to drive demand.

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Asia housing and property

The View | 3 factors Asia’s real estate investors must watch in 2026

Asia might have sidestepped the worst of Trump’s tariffs, but investors should focus on price growth, Japan’s resilience and the sustainability of the data centre boom.

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China property

The View | Will Hong Kong, mainland property see a recovery in 2026? Don’t bet on it

Tech-led resilience is not a cure for all the ills driving the underperformance of mainland Chinese and Hong Kong real estate.

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An aerial view shows residential buildings under construction by property developer China Vanke in Hangzhou, in eastern China’s Zhejiang province, on March 15, 2024. Photo: AFP
Hong Kong property

The View | Rebound in Hong Kong’s Central office market could be turning point

At a time when uneven K-shaped recoveries are increasingly prevalent, Hong Kong’s office sector is experiencing its own unbalanced rebound.

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Office towers on Hong Kong Island are seen across the water at sunset on November 15. Photo: Jelly Tse
Asia housing and property

The View | Asia’s housing affordability squeeze shows no signs of slowing

Some of the sharpest increases in property values are in economies facing major headwinds or those suffering from an acute shortage of affordable housing.

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China property

The View | Why China Vanke’s debt woes have barely made a ripple in markets

Robust exports, surging stocks and investors looking elsewhere have curbed pressure for more forceful government intervention.

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Japan

The View | Takaichi’s nationalism and fiscal stimulus test Japan’s property market

Despite market pressures, cost-of-living concerns and the diplomatic row with China, other factors have a strong bearing on the nation’s real estate.

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Chinese tourists wheel suitcases through the Ginza shopping district of Tokyo on November 19. China’s Foreign Ministry and its embassy in Japan have advised Chinese citizens against future travel to Japan following recent remarks by Japanese Prime Minister Sanae Takaichi concerning Taiwan. Photo: EPA
Asia housing and property

The View | An AI-fuelled data centre bubble in the making? Not in Asia

Asia provides strong reassurance that the AI boom is not the only factor driving development and investment in data centres.

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A visitor observes a miniature model of data cabins for an undersea data centre in Lingshui, in south Hainan province, on September 25. Photo: Xinhua
Vietnam

The View | Why Vietnam’s property sector has weathered Trump’s tariff typhoon well

Trump’s tariff blitz has not just provided an impetus for reforms, it has helped address misconceptions about Vietnam’s manufacturing sector.

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US-China relations

The View | Can Scott Bessent see China’s trade counterstrike with clear eyes?

China’s export control regime on rare earths isn’t retaliation for recent US restrictions – it’s a response to overall US policy.

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