Broader market commentary and insights, research ideas, case studies, and other topics worth discussing

Following the lukewarm response to the tenders for multi-storey modern industrial building sites in the Northern Metropolis, the Government announced the cancellation of two tenders. The Yuen Long site has been reassigned to the Science Park to promote a microelectronics ecosystem, while the Hung Shui Kiu site is under policy review for potential government-led operation as an industrial park. This 'decisive pivot' is commendable, yet it highlights a deeper institutional chal

The 2025 global M&A market experienced a notable rebound as high-interest rates stabilized, inflation eased, and valuations underwent a 'double bottom' reset. In the first half of the year, total deal value reached approximately $1.5 trillion, a year-on-year increase of 15% and a three-year post-pandemic high. The United States remains the dominant force, accounting for roughly 60% of the total ($908 billion). Regarding deal structures, mid-to-large-cap M&A (valued between $2

Amid a cautious real estate market and tightening land premium revenues, the HKSAR Government remains committed to advancing the Northern Metropolis development in alignment with the national development pace. A critical challenge for current policy design is how to enhance the immediate appeal of land to developers and industrial stakeholders without compromising the core principles of long-term planning. Read More: https://bit.ly/3LD2qFI

As urban development matures, many early-era buildings struggle to keep pace with contemporary city life. From aging shopping malls to derelict factories, these structures carry urban memories yet face the risk of obsolescence. Amid increasingly scarce land resources, revitalizing these aging properties has become a pivotal strategy for unlocking stagnant assets and unleashing urban vitality. Redeveloping existing real estate is more than just a physical reconstruction; it re

As of July 2025, Vietnam's box office revenue for the year has surpassed 3 trillion VND (approximately $115 million), marking a historic high. Local filmmakers are optimistic about the second half of the year, anticipating a leap-forward expansion. The lineup for late 2025 showcases a diverse array of genres and narratives, though horror remains the dominant market force. Despite the severe impact of the pandemic on the service sector, the film industry has demonstrated remar

Inflated asset values can impose varying degrees of impact on regional or national financial systems, particularly during market downturns. To prevent valuation manipulation, it is recommended that professional bodies and regulatory agencies strengthen their oversight of property appraisals. Regular spot checks of valuation reports should be conducted and referred to independent third parties for cross-verification, thereby mitigating the risks of a commercial real estate cre

The 2025 Business of IP Asia Forum (BIP Asia) convened global experts to explore how Intellectual Property (IP) assets drive financial innovation and business growth. The forum highlighted key themes including IP financing and valuation, IP integration from a sustainability perspective, the development of cross-border IP ecosystems, and the protection and commercialization of digital cultural IPs. This event has become a bellwether for promoting IP asset financialization and