APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q1 2026) Asia-Pacific valuation scores worsened in Q4 as bond yields rose across markets while property yields held flat. As we expect risk-free rates to remain high, all-property valuations are likely to stay... 5th February 2026 · 1 min read
Asia Economics Update MAS to stay on hold despite hawkish tilt Singapore’s central bank kept monetary policy settings unchanged today but adopted a slightly more hawkish tone. While risks to the policy outlook are now skewed modestly towards tighter policy later... 29th January 2026 · 3 mins read
APAC Commercial Property Update Weak total returns continue into 2026 amid tight yield spreads Asia-Pacific property markets have performed largely in line with our mid-2025 forecasts, with investment activity recovering only moderately and returns held back by falling capital values. We expect... 7th January 2026 · 3 mins read
Asia Economic Outlook Solid growth, easing cycles drawing to a close The economic outlook across much of Asia has improved recently, prompting modest upward revisions to our 2026 GDP growth forecasts. Strong demand for AI-related products will continue to lift exports... 15th December 2025 · 25 mins read
APAC Commercial Property Outlook Narrow yield spreads to limit size and speed of the recovery Asia-Pacific property faces a slow, uneven recovery as high risk-free rates and weak growth limit investment demand and therefore, prospects for yield-driven capital gains. Spreads over risk-free... 2nd December 2025 · 18 mins read
APAC Commercial Property Chart Pack APAC Commercial Property Chart Pack (Q4 2025) Asia-Pacific all-property capital value declines slowed further with Q3 down just 1.1% y/y. Yet we expect the recovery to be modest, constrained by high risk-free rates and limited rental growth... 18th November 2025 · 1 min read
Asia Economics Update Are cheap imports from China lowering Asian inflation? We aren’t convinced that cheaper imports from China had much to do with the recent sharp fall in inflation in the rest of Asia. While we expect inflation to remain soft next year, that reflects our... 11th November 2025 · 4 mins read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q4 2025) Asia-Pacific valuation scores were unchanged in Q3, as property and bond yields saw little movement. While most markets are now fairly valued according to our scores, we expect high risk-free rates to... 7th November 2025 · 1 min read
Asia Chart Pack Asia Chart Pack (October 2025) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. With growth likely to soften in the coming months and inflation subdued, further interest rate cuts... 31st October 2025 · 0 mins read
APAC Commercial Property Update RICS data shows APAC CRE sentiment still subdued in Q3 The latest RICS Commercial Property Sentiment Index for Asia-Pacific remained in negative territory in Q3, reaffirming our view that the recovery in this cycle will be weak. Mainland China and Hong... 31st October 2025 · 3 mins read
Asia Economics Update Singapore’s growth set to ease but MAS to stay on hold Singapore’s central bank kept policy settings unchanged today and its accompanying statement was a touch hawkish. With the economy set to slow rather than slump, inflation likely to rise gradually... 14th October 2025 · 3 mins read
Asia Economics Weekly Thai deflation risks GDP growth in Vietnam held firm at 8.2% y/y in Q3, underpinned by resilient exports despite the 20% US tariffs introduced in August. The strength of the export sector likely reflects increased re... 10th October 2025 · 6 mins read
Asia Economic Outlook Soft growth ahead, region to weather tariff threat Asia’s economies look set for further weak growth over the rest of this year and to the end of 2026, as tighter fiscal policy and softer exports outweigh resilient consumption, which is being... 25th September 2025 · 25 mins read
Asia Economics Update More to strong Asian exports than tariff front-running Strong growth in exports from Asia in the first half of the year has fuelled talk that, with US tariffs now in place, shipments will fall sharply as tariff front-running ends. But we’re not convinced... 19th August 2025 · 6 mins read
APAC Commercial Property Update APAC sentiment trails other regions in Q2 RICS survey The latest RICS survey showed that overall sentiment in Asia-Pacific is weaker than in other regions, but that there is significant variance within the region. Japan and Australia stood out as clear... 1st August 2025 · 3 mins read
