20 September 2024 Asia Commercial Real Estate Equities Real Estate Why we are bullish on India office Asia ◆ We are bullish on India's fast-growing office market, and there are no signs of an asset bubble forming ◆ The value of Singapore's office market will soon be worth more than HK's, which may be in the last phase of correction; in mainland China, office yield spreads are at a decade high ◆ Our preferred stocks are Buy-rated Embassy Office Park REIT, Brookfield India REIT, CICT and Swire Properties Don' ...

BlackRock. FOR PUBLIC DISTRIBUTION IN THE U.S., CANADA, LATIN AMERICA, HONG KONG, SINGAPORE AND AUSTRALIA. FOR INSTITUTIONAL, PROFESSIONAL, QUALIFIED INVESTORS AND QUALIFIED CLIENTS IN OTHER PERMITTED COUNTRIES. Tech still likely to deliver on earnings • U.S. stocks retreated last week, led by technology. We see some bouts of volatility ahead over the short term. Stocks of smaller-sized firms rose further. A tech-driven pullback has hit stocks this month as investors piled into segments like smaller compani ...

Global Market Outlook Investment strategy and key themes 02 Foundation: Multi-asset income strategies 07 02 Bonds 13 FX 18 04 Performance Review Foundation+: Asset allocation summary 26 For more CIO Office insights 29 Our macroeconomic outlook and key questions 11 | --- | --- | --- | |----------------------------------------------------------------------------------------|--------------------------------------------------------------------------|-------------------------------------------------------------- ...