30-Year Low for FDI Into China Rattles the CCP
FDI into China dipped to $33 billion, the lowest since 1993. The good news is that China's FDI figure was positive, some analysts were predi
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EMERGING MARKETS BUSINESS
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Feb 17
10x Shipping Costs Drive Real Estate Opportunities in Emerging Markets
A combination of factors has created the environment for decoupling from China to a more decentralized and regional manufacturing system (i.
Feb 7
WeWork Founder Adam Neumann Wants His Company Back
WeWork has rebuffed previous offers by Adam Neumann to purchase his former company out of bankruptcy. The latest was for $1 billion in...
Feb 5
Jerome Powell Not Waiting to Cut Rates Until Inflation Drops to 2% (WATCH)
In response to a question about the 2% inflation threshold Powell responded, "No, no, that's not what we say at all, no. We're committed...
Feb 2
Big American Cities Facing a "Detroit Cycle" if Rates Remain High (WATCH)
On office-to-residential conversions in major American cities Barry stated: "The federal government will come in with some credits to help
Jan 31
Barry Sternlichts of Starwood Capital Bemoans "Everyone is Back to Work Except for Americans" (WATCH)
On January 24, Barry Sternlicht was interviewed at the iConnections Global Lodging Conference where he discussed what he's seeing in the...
Jan 29
Emerging Market Funds See Historic $12 Billion Inflows in Week
Chinese inflows consumed nearly all of the $12.1 billion that poured into emerging market equities the first part of January 2024. The inves
Jan 29
Blackstone's Multibillion-Dollar Wager on Data Centers
Blackstone is not alone in its ambitions to rapidly expand its data center holdings. Firms like KKR, Digital Realty, and Brookfield are also
Jan 26
Gen Z's Social Cravings Are Saving Malls
A recently released report from the International Council of Shopping Centers ("ICSC") made the surprising conclusion that Gen Z, people fro
Jan 24
"Mortgage Coming Due" on Large-City Office Buildings
At the same time as office occupancy and utilization rates are at all-time lows, capital is harder to come by and becoming more expensive by
Jan 22
American Private Equity Firm Buys Actis Creating $100 Billion Powerhouse
The combined entity will be a leading infrastructure investor across the globe and it may in the future see value in making targeted real es
Jan 5
Origin Story of the Bretton Woods Order
The origin story of the Bretton Woods order gives the context required to understand why globalization failed and what is coming next. In...
Dec 29, 2023
Five Fearless Predictions for 2024
As 2023 sets here are some big and bold predictions for 2024.
Dec 23, 2023
Suez Canal and Emerging Markets
The conflict in the Red Sea has disrupted the Suez Canal but does it actually matter, who is impacted, and what about the oil?
Dec 17, 2023
Fairytale of Office-to-Residential Conversions
Converting underutilized offices to residential is difficult to pull off and in most cases cheaper to demo and build the apartment...
Dec 2, 2023
Emerging Markets Need Fed Rate Cuts Now
The impact of fed monetary policy on emerging economies is difficult to understate. When rates are low, emerging market debt and equities ar
Nov 18, 2023
Origin of "Emerging Markets"
“Emerging markets” is a descriptor generally used to describe the handful of countries not too rich, and not too poor, and not too closed to
Nov 11, 2023
Coworking Is Not The Holy Grail
The biggest news in real estate this week was the Chapter 11 bankruptcy filing by WeWork. Let’s take a look at the coworking office business
Nov 3, 2023
Exclusive Q&A: Brittain Ladd & Peter Schatzberg
Two top international business experts share what they are telling their CEO clients about the state of the world.
Sep 16, 2023
Part 3: Data Center Series
In this three-part series we will examine the data center investment thesis and its impact on emerging market real estate investors.
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