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The Rise and Rise of ASEAN

Dominic Brown • 08/07/2020

In both Demographic Shifts: The World in 2030 and What to Watch in 2020, we highlighted the bright future that lies ahead for Southeast Asia. Indeed, the sub-region is a fundamental driver of Asia Pacific’s Decade in the Sun.

As the markets navigate the unfolding COVID-19 situation, it can be tempting to take our eyes off the longer-term trends and focus solely on the short-term shock and immediate aftermath. Whilst undoubtedly our “What to Watch in 2020” would be different if we wrote it today, we can be fairly certain that the fundamental drivers changing the face of ASEAN will be of essential importance regardless of how far this crisis takes us.

Here we look at some of those drivers, with a focus on the growing number of companies adopting a modified China+ manufacturing strategy and its knock-on impact on commercial real estate.

RElated Insights

Reclaim 2020: H2 Insights
Insights • Investment

Workplace Strategy

With enforced work-from-home having been mandated in many major economies, workplace strategy has been thrust into the spotlight. Employees have shown they are able to continue to carry out their roles and collaborate effectively. However, they are losing connection to their company culture and their colleagues.
Matthew Bouw • 23/07/2020
Warehouse Internal Rack
Research • Investment

Australia National Investment Report (March 2020)

The Australian commercial real estate market slowed dramatically in Q1 2020 with just $3.0 billion worth of transactions recorded.
John Sears • 21/04/2020
cities into action sydney infrastructure
Insights • Insights

Insights into action - Sydney infrastructure report

The Sydney CBD office market has experienced strong growth in both tenant and investment demand over the past few years, this growth is likely to continue, largely as a result of transport infrastructure developments ($50 billion) in and around the CBD as well as office, hotel and residential projects valued in and around the CBD.
Dominic Brown • 26/09/2017

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