Debt, liquidity, and flagging confidence
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email It’s been over four years since Evergrande’s collapse sent shockwaves through China’s property market – and the hits keep coming. Debt, liquidity, and flagging confidence continue to loom over the sector. Elaine Yu has more on what Continue Reading
China may think it’s time to ‘rip the band-aid off’ property market
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brian McCarthy from Macrolens says China Vanke, once viewed as a state-backed stabiliser in China’s property crisis, now appears set to follow Evergrande and Country Garden into default. With Beijing pulling back support and state banks unwilling Continue Reading
I stayed in a London sleeping pod
Capsule hotels are a cheap alternative to expensive accomodation in London for office workers. Sawdah Bhaimiya Workers who moved out of London for remote work are under pressure to come back to the office in the city, and some are choosing to stay in Japanese-inspired sleeping pods for just £30 Continue Reading
How George Hongchoy transformed Link REIT into a real estate giant
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email On this episode of Managing Asia, retiring Link Asset Management’s Group CEO George Hongchoy opens up about the risks, tough calls and bold bets that helped reshape one of Asia’s largest real estate investment trusts.
Jefferies top 2026 real estate pick is a play on the aging population
American Healthcare REIT is set to be a winner in 2026, according to Jefferies. The Wall Street firm named the senior housing stock its top real estate play on the aging population — a theme it expects to outperform next year. The real estate investment trust, which came public in Continue Reading
November home sales struggle as supply stalls
High home prices, stubbornly high mortgage rates and now less supply are all weighing on potential homebuyers. Sales of previously owned homes rose just 0.5% in November from October and were 1% lower than November 2024, according to the National Association of Realtors. Sales came in at an annualized rate Continue Reading
Trump’s favorite word is not ‘tariffs’, but ‘investment’: Economist
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email William Lee, Chief Economist at Global Economic Advisors, says President Trump’s favorite word is not “tariffs” but “investment”. He explains that it goes towards bringing jobs back to the US and fulfilling Trump’s MAGA agenda. He adds Continue Reading
A new red flag in the date center buildout
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Fast Money CNBC’s Diana Olick spoke with Leon Capital Group CEO Fernando De Leon on new red flags that are popping up in the data center buildout. 03:13 23 minutes ago