Publications

Research - NOVEMBER 14, 2017

In Focus: Tony Charles on Asia

by Denise DeChaine

In this “In Focus” video, Tony Charles, global head of research and strategy for real assets at Morgan Stanley Investment Management, discusses Asia’s best real estate investing opportunities.

Overall, Asia’s growth has accelerated over the region (5.7 percent in 2017) with China leading the growth at approximately 6.9 percent in the first three quarters due to manufacturing results, the housing sector and a transition of the economy toward services, which account for 50 percent of GDP.

Low interest rates are creating a “perfect storm” for investors and they don’t look to be having any hikes in the near future.

Charles also mentions that returns from Australia and Japan, around 15 percent, will be looking good for investors, compared to the 10 percent returns in the U.S. and Europe.

To hear more about opportunities in Asia and which sectors investors will be possibly favoring in the future, watch the video here.

 

Forgot your username or password?