An employee works at a JD.com logistics centre in Langfang, in China’s Hebei province, in November 2015. ESR Cayman is one of JD’s major landlords in the Asia-Pacific region. Photo: Reuters
Nicholas Spiro
Opinion

Opinion

The View by Nicholas Spiro

With e-commerce booming, investors should make space for Asia-Pacific’s biggest warehouse landlord

  • ESR Cayman, expected to be Hong Kong’s largest initial public offering so far this year, will benefit from high prime logistics yields in Asia-Pacific, growing disposable incomes in China and India, and government support for the logistics industry

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An employee works at a JD.com logistics centre in Langfang, in China’s Hebei province, in November 2015. ESR Cayman is one of JD’s major landlords in the Asia-Pacific region. Photo: Reuters
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Nicholas Spiro

Nicholas Spiro

Nicholas Spiro is a partner at Lauressa Advisory, a specialist London-based real estate and macroeconomic advisory firm. He is an expert on advanced and emerging economies and a regular commentator on financial and macro-political developments.