Asian Property – Will the rally continue?

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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In this episode our experts talk about the sector that’s been getting investors all excited but keeping policy makers awake at night – Asian property.

Asian property markets have remained buoyant through the Covid pandemic and recovery, defying predictions of a collapse in capital values and rents. Why has the market defied expectations and gravity? Where are the cities to expect fundamental growth to continue carrying the market to new highs, beyond this initial recovery? At this stage of the cycle, what are the risks investors should be aware of? Is it too late for property investors to get in now?

With the rise of hybrid work arrangements and the growing use of technology in facilitating meetings what is the future of offices? Retail is another old economy real estate sector that has been grappling with structural challenges even before Covid, where is the sector heading? When will hotel and serviced residence players emerge from the pandemic, and what are some interesting trends to observe in the market? What about logistics? These are some of the hot topics, which our experts Jen-Ai Chua, financials and real estate analyst in the Julius Baer equities research team and Christine Li, Asia Pacific Head of Research at Knight Frank discuss in this episode. Listen now to find out more.