INTELLIGENCE BRIEFS
MARKET ANALYSIS, SECTOR REPORTS, AND RISK ASSESSMENTS.
Liquidity Crunch: The Structural Aftershocks of Vietnam's Corporate Bond Crisis
An in-depth analysis of the refinancing wall facing major developers like Novaland and the long-term implications of Decree 08/2023.
Regulatory Chill: Impact of the 2023 Money Laundering Probe on Singapore Luxury Assets
Assessing the cooling effect on the Good Class Bungalow (GCB) and Sentosa Cove markets following the S$2.8B recycling scandal.
Capital Flight: The Pivot from Investment Condos to Lifestyle Villas in Thailand
Chinese capital flows into Thai real estate are recovering, but the asset class preference has fundamentally shifted post-pandemic.
Trust Deficit: The Staling of 'Borey' Projects in Peri-Urban Phnom Penh
Oversupply in the Sen Sok and Chbar Ampov districts is leading to a wave of quiet cancellations and construction halts.
The RTS Link Effect: Johor Bahru's Property Renaissance
As the Johor Bahru-Singapore Rapid Transit System (RTS) nears 65% completion, rental yields in Bukit Chagar are decoupling from the wider Malaysian market.
Commercial Void: The Aftermath of the POGO Ban in Metro Manila
Analyzing the 200,000 sqm office vacancy shockwave in near-Manila Bay reclamation zones following the total ban on offshore gaming operators.
Corporate Profile: Lixin Group's Role in Phnom Penh's Urban Modernization
How Lixin Group is redefining the Cambodian skyline through landmark developments like the CEO Center and strategic multi-sector investments.