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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 through Harvard Yard on the Harvard University campus in Cambridge, Massachusetts, on April 15. Photo: AFP
International Property

The View | Trump’s war on universities not a threat to student housing market

The market remains attractive despite the scapegoating of foreign students in the US, UK, Canada and Australia.

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China property

The View | China’s property market is more than just a struggling residential sector

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Asia housing and property

The View | Trump tariff storm can’t take shine off US property market

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Asia housing and property

The View | Asian real estate in a Trumpian age: buy Japan and India, avoid China?

While China might be fertile ground for experienced investors, Japan and India have more of the stability and fundamentals markets demand.

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Office and residential buildings are pictured from an observatory deck at the Shinjuku business district in Tokyo, Japan, on February 10. Photo: EPA-EFE
Asia housing and property

The View | Why Asian real estate is safe from Trump’s tariff blitz

Trump’s tariffs will inevitably dampen sentiment towards Asian real estate, but domestic demand will act as a shock absorber.

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Asia housing and property

The View | How Indonesia can calm property investors’ fears of a return to 1998

Concern about democratic backsliding and poor liquidity are obscuring otherwise solid fundamentals in one of Asia’s largest markets.

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Asia housing and property

The View | Asia’s commercial property market growing in diversity and complexity

While a shortage of investible assets and less attractive returns pose challenges, commercial property in Asia has come far in recent years.

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Tokyo Skytree stands between buildings in a residential area of Tokyo on February 20. Photo: AFP
Ukraine war

The View | Ukraine must look beyond the US to chart its own course for peace

As the US forsakes its role as a trustworthy arbiter in Ukraine, China can help address Europe’s security and development needs.

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Asia housing and property

The View | Why Asia property investors won’t stray from data centres and Japan playing

Fierce demand for digital infrastructure and Japan’s stability will remain highly attractive to investors looking towards Asia.

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China property

The View | Why investors are taking a second look at Chinese real estate

While the overall market has yet to bottom out and policies are needed to boost confidence, secondary market resilience offers some hope.

A woman walks past a housing complex under construction in Tianjin, on June 5, 2024. Photo: AFP
Icons and Influencers

Who is congresswoman Jasmine Crockett, who called Trump and Musk ‘idiots’?

Crockett recently shared her views on Doge, Elon Musk and Donald Trump during an appearance on The View; in January, she and Mace had a public argument that resulted in her receiving a threatening call.

Jasmine Crockett with US Vice-President Kamala Harris in October 2024. Photo: @JasmineForUS/X
Fame and celebrity

Meet outspoken Fox News anchor and Trump fan Harris Faulkner

The long-time Fox News host, who refers to herself as a ‘cougar’, fears antisemitism will affect her biracial daughters – she’s also a fan of Trump, yet bristles at being labelled ‘far-right’.

Artificial intelligence

The View | How DeepSeek’s open-source breakthrough is reshaping AI innovation

By establishing accessible AI platforms, China can lower entry barriers for global innovators and strengthen open-source collaboration.

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Asean

The View | How Southeast Asia’s property sector is insulated from Trump’s tariff war

The region epitomises a vital source of resilience in Asian real estate: the strong role of domestic and regional demand.

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A Chinese potential property buyer from Shanghai visits a luxury condominium in Bangkok, Thailand, on April 20, 2023. Photo: Reuters
Asia housing and property

The View | Trump-driven uncertainty puts Asia’s property markets under pressure

Even safe havens such as Japan, Australia and Singapore are under scrutiny as a more challenging global economic landscape emerges.

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Pedestrians cross the street in the popular shopping district of Ginza, in central Tokyo, on August 16, 2024. Photo: AFP
Hong Kong property

The View | Hong Kong property market gloom has become self-fulfilling prophecy

There are good reasons Hong Kong’s real estate market keeps underperforming regional peers, but the prevailing narrative is too pessimistic.

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Malaysia

The View | Why Malaysia is the Asian data centre market to watch

With its expanding digital economies and key role in communications infrastructure, Asia is seeing robust investment in data centre development.

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Asia housing and property

The View | Trumponomics won’t be the most influential factor in Asian property markets

There is no room for complacency on the acute threats facing Asia, but its varied real estate landscape and sources of resilience merit note.

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Public housings under the Housing and Development Board (left) and private residential buildings (right) under construction in Singapore in 2020. Photo: Roy Issa
Banking & finance

The View | Languishing wars, a stagnant China? Investors shouldn’t be so sure

While some forecast a 10 per cent rise for the S&P 500 and an underperforming China this year, key variables complicate such outcomes.

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Asia housing and property

The View | 3 trends to watch in Asian real estate in 2025

The financial and economic risks of a second Trump term are becoming clearer for interest rate-sensitive sectors, particularly property.

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United States

The View | Why world should agree to hand nominal leadership to the US

The US simply cannot afford to sustain its dominance so there’s no real danger, but pandering to Trump’s vanity could have its rewards.

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Incoming US president Donald Trump arrives to speak during an election night event at the Palm Beach Convention Centre in Palm Beach, Florida, on November 6. Photo: Getty Images
Singapore

The View | Why there’s no end in sight to Singapore’s property cooling measures

While stricter curbs might be politically unpalatable, ensuring public housing remains accessible and affordable is a bigger concern.

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A woman checks on her plants outside her house on Singapore’s Pulau Ubin island on November 1. Photo: Reuters
Japan

The View | Japan’s economic prospects a big theme in Asian real estate

The most popular sectors in Japan’s stock market are those benefiting from domestic demand-driven growth, such as property and retail.

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Asia housing and property

The View | Asia’s property markets are shrugging off political risks

Despite the prominence of domestic and geopolitical strife, it is policy that ultimately matters most to markets in Hong Kong, Seoul, India and Japan.

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Thailand

The View | What ‘China problem’? Thai tourism post-Covid is in good health

The Thai government’s optimism about the number of overall foreign arrivals suggests fewer Chinese tourists isn’t as big a problem as feared.

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Chinese tourists are greeted by Thai dancers at the arrivals gate at Suvarnabhumi International Airport in Bangkok on September 25, 2023. Photo: AFP
China property

The View | China’s housing market crisis is still its biggest economic headwind

While Beijing has eased demand-side policies dramatically, the fundamental problems in the property market remain unresolved.

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A woman rides a scooter past a construction site of residential buildings by Chinese developer Country Garden, in Tianjin on August 18, 2023. Photo: Reuters
China economy

The View | China’s property prospects aren’t all doom and gloom

Despite lagging investment, mainland Chinese and Hong Kong real estate markets still have unappreciated long-term growth opportunities.

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Asia housing and property

The View | Why Seoul stands out among Asia’s top property markets

South Korea’s capital is in an enviable position as its office sector remains strong and its living sector holds considerable promise.

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