私たちとつながる

リンクトイン フェイスブック エックス・ツイッター インスタグラム ウェイシン

私たちとつながる

リンクトイン フェイスブック エックス・ツイッター インスタグラム ウェイシン
APREA ロゴ
APREA ロゴ

資本市場

検索フィルター

India’s renewable energy sector has witnessed unprecedented growth over the past decade, driven by ambitious policy reforms, declining technology costs, and strong investor participation. With installed renewable energy capacity expanding rapidly and the country targeting 500 GW of non-fossil fuel capacity by 2030, the sector is expected to require investments exceeding USD 190-215 bn over the remainder of the decade. While traditional funding sources such as project debt, private equity, strategic investments, and foreign direct investment have played a pivotal role in supporting this growth, sustaining the next phase of expansion will require more efficient mechanisms for capital recycling.

全文を見る

キーポイント

  • A total of 22,290 rental contracts of island-wide private residential properties (excluding ECs) commenced during the quarter, up 5.1% from the 21,203 contracts recorded in the previous quarter.
  • The URA rental index for non-landed private residential properties rose 0.4% QoQ.
  • Based on Savills basket of high-end non-landed residential properties, the average monthly rent continued its upward trajectory, rising by 1.4% QoQ.
  • Despite limited new completions, the overall vacancy rate of completed private residential properties (excluding ECs) rose to 6.4% in Q2/2026.
  • While Singapore’s economic growth in 2026 is expected to outperform the official 2% to 4% forecast, the benefits to the residential leasing market may be limited. Mixed free cash flow trends among MNCs could restrain expatriate deployment overseas, while the removal of the 15-month wait-out period for private homeowners moving to HDB flats may reduce domestic leasing demand. Accordingly, we maintain our view that private residential rents will remain broadly flat in 2026.
全文を見る

The global data centre sector has emerged from a pivotal year in digital infrastructure, underpinned by continuous cloud migration and digitisation, combined with the proliferation of artificial intelligence, super-charging demand for data centre infrastructure. Across the globe, real estate transaction volumes, comprising single-asset-sales and development site acquisitions, totalled $16.5 billion in 2025 with development site acquisition volumes in particular surging 12.4% on 2024 volumes, the highest annual investment tally to date. Similarly, Knight Frank’s bespoke data centre appraisals valued the global stabilised data centre market at $1.95 trillion, a 39.3% increase on 2024. Looking ahead, 48GW is expected to be delivered between 2026 and 2029, representing a 77% increase in global supply volumes. Within this, AI supply volumes are set to expand from 8GW to 27GW, growing to 24.5% of total live IT.

全文を見る

Knight Frank’s ultimate guide to real estate market performance and opportunities in the world’s most promising economy.

H1 2026 opened against a broadly supportive macroeconomic backdrop, though conditions grew more complex as the period progressed. The Reserve Bank of India’s repo rate stood at 5.25% through H1 2026, reflecting a cumulative 125 basis points of easing since the start of the rate-cutting cycle. With the last reduction having taken effect in December 2025, the Monetary Policy Committee held at both its February and June 2026 meetings, citing West Asia conflict-related energy risks and a potentially deficient monsoon. FY 2026 GDP growth was estimated at 7.6%, affirming underlying domestic resilience. However, the RBI revised its FY 2027 GDP growth projection to 6.6% and raised its FY 2027 CPI inflation forecast to 5.1%, reflecting uncertainty around energy prices and food supply conditions. For the residential market, cumulative rate easing continues to support home loan affordability, but with further cuts on hold and global uncertainties mounting, the monetary tailwind that sustained demand through 2025 has largely run its course.

全文を見る

The built environment sits at the intersection of global megatrends such as climate change, energy security and artificial intelligence. Our efforts are guided by Built to Last, our sustainability strategy that keeps us focused on issues that matter most to our stakeholders and where we can have the greatest positive impact.

In 2025, we continued to reduce our emissions. Against our 2021 baseline, we have lowered Scope 1 and 2 emissions per square foot by 32.2%, a 6.4% improvement over the last year – evidence that our strategic changes are delivering results and that we understand how to navigate the complex challenges facing our clients and communities.

全文を見る

The Asia Pacific regional economy entered 2026 on a positive note, having exceeded growth expectations through 2025. Further support was received by the U.S. Supreme Court ruling on tariffs, however conflict in the Middle East provided unexpected headwinds as the world navigates the largest oil supply shock in history.

全文を見る

After a turbulent start to the decade, globalisation is settling into a new equilibrium. A series of major economic and geopolitical shocks have reshaped the cross-border flows of goods, capital and people that defined the previous era of ‘Great Moderation’.

A key driver of change is an increase in state influence. Governments have implemented around 220 new investment policy measures annually since 2022. This represents a 75% increase on the pre-Covid-19 average, according to analysis of the UN Conference on Trade and Development’s Investment Policy Monitor.

These initiatives are designed to meet a broad set of objectives, including responding to common structural pressures such as growing economic and technological competition. Many focus on supporting ‘strategic’ sectors, including semiconductors, clean energy and digital infrastructure, often with a national security dimension.

全文を見る

本レポートの2025年版で概説されたような「急成長」という表現は、もはやこのダイナミックかつ急速に進化する世界市場を最も的確に表す言葉ではなくなっている。 より的確な表現は、「管理された成長」である。世界各国の政府は、新たなデータセンターの建設が既存のリソース、特に電力網に過度な負担をかけないよう、また業界の拡大に伴う懸念に対処するため、ルールの見直しを進めている。.

全文を見る

世界のデータセンター市場は依然としてクラウドと企業利用が主流であり、2025年時点でもAIが占めるワークロードの割合は15％未満にとどまる見込みだ。現在、AI需要の大部分は米国に集中しており、アジア太平洋地域におけるその割合はさらに低い。.

全文を見る

2026年第1四半期は、近年で最も深刻なグローバル・サプライチェーンの寸断の中で幕を開けた。2月下旬に開始されたイランに対する米・イスラエルの軍事作戦は、ホルムズ海峡の実質的な閉鎖の引き金となった。ホルムズ海峡は、世界の海上石油・LNG輸送量のおよそ20%が通過する海峡であり、マースク、CMA CGM、ハパッグロイドなどの大手海運会社は、同海峡経由の運航を全面的に停止した。海運各社は船舶の迂回、配送の遅延、操業停止を余儀なくされ、グローバル・サプライ・チェーンの停滞と大幅なコスト増を招いた。このような背景から、インド・ルピーは2026年度に約9%下落し、1米ドルあたり93.88インドルピーとなった。石油輸入国からの持続的なドル需要は経常赤字を拡大させ、米ドル建ての運賃や機器調達のための陸揚げコストを引き上げ、物流セクター全体のマージンを圧迫した。しかし、インドのマクロ経済基盤は堅持された。2026年度の実質GDP成長率予想は7.6%と、予想を上回った。RBIは、地政学的なさらなるエスカレーションによる下振れリスクを指摘しながらも、好調なサービス部門の活動、堅調な国内消費、進行中のGST合理化の効果に支えられ、2027年度の成長率を6.9%と予想した。.

このような背景の下、工業および倉庫業は、主に製造業とサードパーティロジスティクス（3PL）事業者により活況を維持し、地域のサプライチェーン多様化のための弾力的かつ戦略的なハブとしてのインドの地位が強化された。不安定なマクロ経済環境にもかかわらず、入居者の活動は引き続き活発化しており、2026年第1四半期のリース量は前年同期比15%増の180万㎡（1,930万平方フィート）に達した。これは、2023年初頭以来、四半期ベースで2番目に高い取引量を記録したもので、入居者の信頼が持続し、市場の勢いが底堅いことを示している。.

全文を見る