BOJ Reflation Alpha: Long Japan Hotel REIT, Short GLP J-REIT
BOJ's rate hikes and quantitative tightening aggressively compress yield spreads, punishing long-duration assets while severely rewarding inflation...
96 Views
Asia Real Estate Tracker (26-Mar-2026): Sun Hung Kai Properties scores $2.6B refinancing deal.
Sun Hung Kai Properties secured $2.6 billion in refinancing, while Daiwa Office REIT bought a Tokyo building for $167 million, and Japan Hotel REIT...
489 Views
Asia Real Estate Tracker (27-Nov-2025): KKR and Gaw sold Hyatt Regency Tokyo for over $813M.
KKR and Gaw Capital Partners sold the Hyatt Regency Tokyo for over $813M, are acquiring six logistics parks in India for $336M, and JD.com’s...
477 Views
USDJPY Breaking 34-Year High: Are We Seeing Another Asia Financial Crisis? What Will Come Next?
USDJPY breaking 34-year high. Other Asian currencies saw huge depreciation pressure. We look at underlying reason and it is concerning. We...
381 Views
2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4
In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...
705 Views