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Savills Asia Pacific Real Estate Investment Country Guide covers 13 countries around the region including:

• China
• Hong Kong
• India
• Indonesia
• Japan
• Malaysia
• Singapore
• South Korea
• Taiwan
• Thailand
• Vietnam
• UK
• US

This report was originally published in https://www.savills.com.hk/research_articles/167189/207024-0

• Pandemic-related border controls, mainland China’s zero-covid policy, the rising cost of global shipping and higher energy prices will continue to pressure Southeast Asian supply chains in 2022 and mostly likely beyond.

• As occupiers respond by strengthening supply chain resilience and seeking to strike a balance between “just-in-time” and “just-in-case” inventory models, new demand for modern warehouses is poised for substantial growth.

• Demand will also benefit from the implementation of China Plus One strategies by manufacturers seeking to relocate production out of mainland China and into multiple bases in nearby markets, with ASEAN economies set to be clear winners.

• As the RCEP and other FTAs take effect, Southeast Asian markets’ tariffs with their major trading partners will fall significantly, benefiting export growth and increasing their role and importance in global supply chains, spurring additional real estate requirements. The continued growth of the region’s e-commerce industry will also continue to drive warehouse demand.

• As well as booming occupier demand, investment in Southeast Asian manufacturing and logistics real estate will accelerate, with opportunities in developed markets likely to focus on developing institutional grade logistics stock to ride on local consumer market growth and the increasing importance of Southeast Asia in global value chains.

This report was originally published in https://apacresearch.cbre.com/en/research-and-reports/Asia-Pacific-ViewPoint--Prolonged-Supply-Chain-Disruption-to-Accelerate-Southeast-Asian-Logistics-Re

For the MSCI APAC ESG Research team, three of the trends in MSCI’s 2022 ESG Trends to Watch report resonated with particular strength and importance, as they present major potential risks and opportunities in the APAC region: The Coal Conundrum: Rethinking Divestment, Coffee vs. Burgers: Biodiversity and the Future of Food and The New “Amazon Effect”: Corporates Pushing Corporates for Net-Zero Supply Chains.

This report explores these three trends more deeply, delving into the underlying ESG metrics and ultimately identifying a group of companies that are considered ESG trendsetters.

This report was originally published in https://www.msci.com/www/research-paper/esg-trendsetters-in-apac/03104342240

The Rediscovering Kowloon West outlines upcoming development areas and infrastructure projects in the west of Hong Kong and identifies opportunities for occupiers and investors.

Two mega projects in Lantau Tomorrow Vision and Northern Metropolis are expected to pave the way for different office clusters around Kowloon Station, Cheung Sha Wan and the New Development Areas (NDAs) in the New Territories. As a result, 29% of Grade A office space in the next five-years will be in Kowloon West with total supply expected to increase from 6 million sq. ft. in March 2022 to 9 million sq. ft. 2026.

This report was originally published in https://www.colliers.com/en-hk/research/colliers-radar-rediscovering-kowloon-west