As Gulf markets cool from their post-pandemic highs, investors are becoming more selective. Dubai’s market has slowed on transaction volume, while apartment prices dipped by around 3% year-on-year<\/strong>, signalling that momentum-led gains are becoming harder to find.<\/p>\n\n\n\n In this environment, global capital is rotating toward markets where returns are supported by fundamentals, stability and long-term demand<\/strong>, rather than short-term sentiment.<\/p>\n\n\n\n Japan stands out as one of the clearest beneficiaries. Tokyo has ranked as the world’s top city for cross-border real estate investment for seven consecutive years<\/strong>, while Asia-Pacific net buying intentions rose to 17%<\/strong>, up from 13%<\/strong> a year earlier.<\/p>\n\n\n\n Tokyo residential prices increased around 10% to 11% in 2025<\/strong>, with major cities forecast to grow another 5% to 6%<\/strong>this year. A weak yen, transparent ownership rules, tight prime office vacancy and rising data-centre demand continue to support Japan’s safe-haven appeal. <\/p>\n\n\n\n Malaysia is the standout ASEAN market for higher structural upside. GDP grew 5.4% year-on-year<\/strong> in Q1 2026, inflation remained moderate at around 1.6%<\/strong>, and the OPR stayed supportive at 2.75%<\/strong>.<\/p>\n\n\n\n Johor is the key catalyst, driven by the Johor-Singapore Special Economic Zone<\/strong>, the upcoming RTS Link<\/strong>, Singapore-backed rental demand and major data-centre investment.<\/p>\n\n\n\n India offers scale and long-term demand. Its real estate sector is worth around USD 585 billion in 2026<\/strong> and is projected to approach USD 927 billion by 2031<\/strong>, supported by technology-sector expansion and strong office absorption.<\/p>\n\n\n\n The second half of 2026 will favour markets backed by demographics, infrastructure, policy and real demand<\/strong>.<\/p>\n\n\n\n Japan offers stability, Malaysia offers regional upside, and India offers scale. For investors, disciplined selection will matter more than chasing market momentum.<\/p>\n\n\n\n Global Capital Moves Toward Stability As Gulf markets cool from their post-pandemic highs, investors are becoming more selective. Dubai’s market has slowed on transaction volume, while apartment prices dipped by around 3% year-on-year, signalling that momentum-led gains are becoming harder to find. In this environment, global capital is rotating toward markets where returns are supported by fundamentals,…<\/p>\n","protected":false},"author":108,"featured_media":130306,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","postBodyCss":"","postBodyMargin":[],"postBodyPadding":[],"postBodyBackground":{"backgroundType":"classic","gradient":""},"footnotes":""},"categories":[9207],"tags":[1254,265,231,15191,476,304,10268,305,224],"class_list":["post-130304","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-newsletter","tag-india","tag-investment","tag-iqi-en","tag-japan","tag-juwai-iqi","tag-malaysia","tag-newsletter","tag-property","tag-real-estate"],"yoast_head":"\nMalaysia and India Offer Strong Structural Upside<\/h2>\n\n\n\n
Outlook<\/h2>\n\n\n\n