Beyond Markets

In this episode our experts talk about the sector that’s been getting investors all excited but keeping policy makers awake at night – Asian property.
Asian property markets have remained buoyant through the Covid pandemic and recovery, defying predictions of a collapse in capital values and rents. Why has the market defied expectations and gravity? Where are the cities to expect fundamental growth to continue carrying the market to new highs, beyond this initial recovery? At this stage of the cycle, what are the risks investors should be aware of? Is it too late for property investors to get in now?
With the rise of hybrid work arrangements and the growing use of technology in facilitating meetings what is the future of offices? Retail is another old economy real estate sector that has been grappling with structural challenges even before Covid, where is the sector heading? When will hotel and serviced residence players emerge from the pandemic, and what are some interesting trends to observe in the market? What about logistics? These are some of the hot topics, which our experts Jen-Ai Chua, financials and real estate analyst in the Julius Baer equities research team and Christine Li, Asia Pacific Head of Research at Knight Frank discuss in this episode. Listen now to find out more.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.