Nicholas Spiro

Reserve Bank of Australia is less an outlier than a harbinger of global monetary trends in the wake of war-induced supply shocks

Reserve Bank of Australia is less an outlier than a harbinger of global monetary trends in the wake of war-induced supply shocks.

A variety of local factors as well as shifts in geopolitics and global commercial real estate are working in Hong Kong's favour

China weaponising rare earths turned the tables on Trump, showing how unprepared Western governments and firms were for a full trade war

While Japan remains the most developed market, property investors are finding new opportunities elsewhere in the region

Stakes are high for Asia's tech-driven economies amid a global sell-off in bond markets that signals investor fears

The shock absorbers of supply constraints, a flight to quality, the search for safe havens and domestic demand provide a robust base

The shock absorbers of supply constraints, a flight to quality, the search for safe havens and domestic demand provide a robust base.

Investors’ desire for firms with ‘heavy assets, low obsolescence’ has turned the spotlight on commodities, a sector starved of capital.

Geopolitical forces, policy support, attractive rents and lower interest rates have combined to improve the outlook for both markets.