Nicholas Spiro

While the drivers behind Tokyo's outbound capital flow accentuate challenges in the domestic market, Japanese real estate still shows signs of promise

As energy security becomes a more potent force, stress tests for countries vulnerable to supply disruptions are likely to become more severe

As energy security becomes a more potent force, stress tests for countries vulnerable to supply disruptions are likely to become more severe.

Unlike in other markets, Southeast Asia's malls are in a good situation as they embrace experiential retail and adapt to consumer tastes

Investors have flocked to tech-heavy markets, but looming US interest rate rises and volatility fears could see India's star shine again

Investors have flocked to tech-heavy markets, but looming US interest rate rises and volatility fears could see India’s star shine again.

Even if the current AI boom falters, demand for digital infrastructure in Asia – especially in developing countries – will remain strong

The AI trade has shown gaps in Hong Kong's stock market, but the share sale boom suggests it is set to capitalise on Beijing's AI ambitions

The continued slide in the yen has raised concern, but what happens in the bond market will determine whether the bearishness extends far beyond Japan

The draw of safe-haven assets in these cities sees more Chinese becoming permanent residents – a trend Beijing’s clampdown on capital outflows may even encourage.