Tse: APAC Property Markets Relatively Benign

The video discusses the economic conditions in the Asia Pacific region, focusing on China and Japan's recovery post-pandemic. It highlights the challenges and opportunities in the commercial real estate sector due to rising interest rates and inflation. The demand for office space in Japan is examined, emphasizing the hybrid work model. The video also explores distressed assets and investment opportunities in Asia, particularly in the hotel sector. China's real estate market is analyzed, noting the potential recovery in the residential sector. Finally, the video reviews changes in the retail market post-pandemic, with a focus on non-discretionary retail and tourism-driven segments.

What challenges do hotel sectors face in the current economic climate?

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How are developers in China expected to recover in the residential market?

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What are the expected changes in the retail landscape in Asia post-pandemic?

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