Markets Re-Enter an Age of Alchemy
The year has barely begun, yet the alchemy of global markets has already shifted. Rising geopolitical risk, the resurgence of AI-led capital expenditure, buoyant equity markets, and precious metals at stratospheric levels are rapidly reshaping the investment landscape.
Investors are no longer chasing growth at any cost. Priority…
As inflation eases and interest rates gradually decline, 2026 is shaping up as a more supportive year for real estate capital. Forecasts point to modest but resilient global growth, improving affordability, and a recovery in transaction volumes, particularly in markets where demographics, infrastructure spending, and policy reforms align.
1. Interest Rates and Buyer Activity …
Dubai has transitioned from an emerging property market to a globally relevant destination for real estate capital. For affluent and high-net-worth investors in ASEAN, it now features a diversified international property allocation strategy due to its macro stability, tax-efficient structure, global demand base, and robust fundamentals.
Political and economic stability are among Dubai’s foundational…
Canada’s real estate market closed 2025 in a more balanced and stable position, supported by earlier interest rate cuts, easing inflation, and gradually improving buyer confidence.
Across major cities, conditions varied but remained resilient: the GTA saw steady demand within a well-supplied market, Vancouver experienced elevated inventory with limited price pressure, and Montreal continued…
In November, Hong Kong’s residential market saw a 2.2% decline in transaction volume but a 1.2% rise in total consideration to HKD 51.7 billion. Mass residential capital values continued their 0.6% m-o-m rise, marking the third consecutive month of increases.
Developers have been actively launching new projects, reducing unsold inventory. The expected supply months…
Hanoi's real estate market is facing challenges as rental yields have significantly fallen. While property prices have surged by 30–40% over the past year, rents have only risen by 8–10%, with many areas experiencing a plateau in rental income. This situation is making it increasingly difficult for property owners with mortgages to sustain their investments.…
Bali’s property market showed strong activity in 2025, driven by tourism recovery and heightened investor interest.
Property prices continued to rise, particularly in commercial sectors such as hotels, offices, and retail, while villas and short-term rental properties remained highly sought after by both local and foreign buyers.
The steady return of national and international…
Greece's real estate market, entering 2026, has completed its post-crisis recovery and is now moving into a phase of sustainable, structurally driven growth.
The country's appeal to foreign buyers is now centred around relative affordability, improved lifestyle offerings, and a growing depth to the market, moving away from distressed pricing and rapid rebounds. …
Australia’s housing market delivered solid gains in 2025, with national home values rising 8.6%, adding around $71,400 to the median dwelling price, the strongest annual growth since 2021.
All capital cities and regional markets recorded increases, led by Darwin (+18.9%), while Melbourne saw the smallest rise at 4.8%. However, momentum began to cool in December,…
Looking ahead to February 2026, market sentiment continues to strengthen as confidence builds on the more stable footing established at the start of the year.
Easing financial conditions, clearer interest rate direction, and resilient economic activity are helping investors and homebuyers move from caution to action. Across many markets, transaction activity is gradually improving as…
