Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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21 Things Worth Knowing (#5)
1. Is Bitcoin a store of value for those with weak currencies? Despite its volatility Bitcoin is making huge inroads in Emerging Markets. ...
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Philippines' Most Popular Condos for Rent
The Philippines is fast becoming one of Asia’s favourite real estate investment hotspots.With the number of condominium developments being planned...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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