In today’s briefing:
- US-China Decoupling: The Reshaping of Asian Industrial Logistics – SHORT MapleTree Logistics Trust
US-China Decoupling: The Reshaping of Asian Industrial Logistics – SHORT MapleTree Logistics Trust
- The US-China decoupling is resulting in geo-political risks, causing structural changes to China’s manufacturing and logistics sector. Companies re-locate their supply chains due to “China Plus One” strategy.
- Despite E-commerce remains as a long-term strong driver for China logistics, the sector is facing severe over-supply in the near term. National vacancy is 20.3% at Q1 2025
- We recommend SHORT MapleTree Logistics Trust, due to its significant exposure to China logistics. DPU, NPI and ROE are on downward trend
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