Hong Kong stock rally shakes up investor playbook for China

Hong Kong stock rally shakes up investor playbook for China

Wall Street entered 2025 with bullish bets on onshore Chinese stocks, counting on Beijing’s stimulus drive to cushion the blow from US tariffs. Six months in, they couldn’t have been more wrong. Blame it on the breakthrough by DeepSeek in artificial intelligence (AI) that suddenly turned the tide in favour of Chinese shares listed in…

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Despite softer retail outlook, most S-Reits with Singapore retail assets record double-digit positive rent reversions

Despite softer retail outlook, most S-Reits with Singapore retail assets record double-digit positive rent reversions

[SINGAPORE] Seven Singapore-listed real estate investment trusts (S-Reits) with local retail assets have recorded improvements in revenue and net property income (NPI), supported by improved operating metrics, positive rental reversions and robust occupancy rates. They are: CapitaLand Integrated Commercial Trust (CICT), Frasers Centrepoint Trust (FCT), Lendlease Global Commercial Reit (L-Reit), Mapletree Pan Asia Commercial Trust…

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