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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.
last updated:
9 September, 2024
A person holds a phone showing the DeepSeek app in Los Angeles on January 28. Stock of Nvidia plunged 17 per cent, the worst daily percentage loss since March 2020, in the midst of Chinese AI firm DeepSeek developing a ChatGPT rival at a fraction of the reported cost of its US peers. Photo: EPA-EFE
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

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Asia housing and property

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

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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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Residential buildings in Hong Kong as seen on November 8, 2024. While lifting the spirits of a city that has suffered one shock after another since 2018 is not easy, one of Hong Kong’s enduring strengths over the years is its ability to bounce back. Photo: Reuters
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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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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People walk at a shopping mall complex in Beijing on December 28. China’s continued recovery looks certain since the authorities are likely to do what is necessary to stimulate the economy and revive consumer confidence. Photo: AFP
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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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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Mount Fuji is pictured in the background as people walk around a popular outlet shopping centre in the city of Gotemba, Shizuoka prefecture, on November 28. Photo: AFP
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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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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A poster in the window of a real estate agency in Fortress Hill, Hong Kong, shows deeply discounted house prices, on July 29. Photo: Eugene Lee
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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China economy

The View | China should make its economy work for its youth

As China’s Gen Z opt for more experience-based consumer choices, policymakers must step in to help them support the traditional economy too.

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Australia

The View | How Australia’s housing crisis opens door for eager Asian investors

The factors in Australia’s affordability crisis can be seen elsewhere in Asia, making it important for investors not to overlook their own markets.

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A banner displays a picture of new houses with construction in the background in the Caddens suburb of Sydney, Australia, on September 28. While Australia is not the only major Asian economy facing a housing crisis, it is among the most severe. Photo: Bloomberg
Hong Kong economy

The View | How Hong Kong can lead the way on sustainable textiles

While no longer a manufacturing base for textiles, Hong Kong’s edge in R&D can innovate eco-friendly solutions for the industry.

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Banking & finance

Opinion | Hong Kong’s stock market has finally found its footing

Mainland China’s economic stimulus measures have boosted much-needed investor confidence in both its own and Hong Kong’s financial sectors.

Indonesia

The View | Indonesia and Philippines must clean up their nickel mines

A US report on worker exploitation adds urgency to the call for reform of an industry already battling accusations of environmental abuse.

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Nickel slag waste is disposed of at a temporary storage area of a nickel mine in Sorowako, South Sulawesi, on August 2. While nickel holds great value, we must remember that vibrant forests, unique species and rich aquatic ecosystems are priceless treasures. Photo: AFP
China economy

The View | China’s latest stimulus measures still don’t go far enough

Mortgage rate cuts and reserve requirement reductions may provide short-term relief but they are no substitutes for boosting domestic demand.

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A woman shops at a supermarket in Beijing, on August 9. To rebalance China’s economy, a greater share of national income must be transferred to the household sector. Photo: EPA-EFE
Global South

The View | More than costs, geopolitics is driving new wave of globalisation

Protectionism won’t bring back lost jobs. It will just push companies to move production to places where supply chains are intact even if costs are not the lowest.

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Asia housing and property

The View | Why Fed’s rate cut won’t fix what ails Hong Kong or Singapore

Despite their many differences, Hong Kong and Singapore’s property markets both show that a monetary easing cycle is not a panacea.

Climate change

The View | How China is becoming the Saudi Arabia of renewables

China’s declining demand for fossil fuels and increased clean-energy capacity could usher in a new shift in global wealth distribution.

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A worker checks photovoltaic modules at a company in Wuwei, Gansu province. Photo: Xinhua
Asia housing and property

The View | Why it’s good news Asia’s property markets are more transparent

While multiple factors drive market booms, the advances in real estate transparency in Asia are significant and should not be downplayed.

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The K11 Atelier building on King’s Road in Hong Kong’s Tsat Tsz Mui neighbourhood on September 2. Property markets across Asia are seeing benefits from marked improvements in their transparency. Photo: Bloomberg
China-Africa relations

The View | Why China is much more to Africa than development ATM

Where once China was a source of infrastructure and financing, Africa will now look to Beijing for knowledge and guidance on industrialising.

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Taiwan

The View | Why Taiwan is struggling to curb its tech-fuelled housing boom

Housing has risen to the top of Taiwan’s policy agenda, but differences between the government and central bank are slowing progress.

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