{"id":40462,"date":"2026-04-15T11:57:49","date_gmt":"2026-04-15T03:57:49","guid":{"rendered":"https:\/\/www.aprea.asia\/?post_type=knowledge-hub&#038;p=40462"},"modified":"2026-04-16T11:59:48","modified_gmt":"2026-04-16T03:59:48","slug":"asian-market-outlook-april-2026-bi-capital","status":"publish","type":"knowledge-hub","link":"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","title":{"rendered":"\u30a2\u30b8\u30a2\u5e02\u5834\u306e\u5c55\u671b-2026\u5e744\u6708\uff08B&amp;I\u30ad\u30e3\u30d4\u30bf\u30eb\uff09"},"content":{"rendered":"<p>4\u67088\u65e5\u306b\u767a\u8868\u3055\u308c\u305f\u30a4\u30e9\u30f3\u3068\u7c73\u56fd\u306e\u8106\u5f31\u306a\u505c\u6226\u306f\u3001\u6025\u6fc0\u306a\u30ea\u30b9\u30af\u30aa\u30f3\u306e\u4e0a\u6607\u3092\u5f15\u304d\u8d77\u3053\u3057\u305f\u304c\u3001\u5408\u610f\u3055\u308c\u305f\u6761\u4ef6\u306b\u5bfe\u3059\u308b\u4e0d\u78ba\u5b9f\u6027\u3068\u3001\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u6d77\u904b\u3078\u306e\u7d99\u7d9a\u7684\u306a\u6df7\u4e71\u306f\u3001\u5f53\u9762\u306e\u8b66\u6212\u3092\u5fc5\u8981\u3068\u3059\u308b\u3002\u4e2d\u56fd\u304c\u4ef2\u4ecb\u5f79\u3092\u52d9\u3081\u308b\u3068\u5642\u3055\u308c\u3066\u3044\u308b\u304c\u3001\u3053\u308c\u306f\u5efa\u8a2d\u7684\u306a\u9032\u5c55\u3067\u3042\u308b\u3002\u539f\u6cb9\u306e\u6d41\u308c\u3092\u56de\u5fa9\u3055\u305b\u308b\u4fe1\u983c\u3067\u304d\u308b\u89e3\u6c7a\u7b56\u306f\u3001\u30a2\u30b8\u30a2\u306e\u30ea\u30b9\u30af\u8cc7\u7523\u306b\u4e0d\u91e3\u308a\u5408\u3044\u306a\u6069\u6075\u3092\u3082\u305f\u3089\u3059\u3060\u308d\u3046\u3002\u3053\u308c\u3068\u306f\u5225\u306b\u3001\u539f\u6cb9\u9ad8\u304c\u9700\u8981\u7a0e\u3068\u3057\u3066\u4f5c\u7528\u3057\u3066\u3044\u308b\u3053\u3068\u3082\u3042\u308a\u3001\u7c73\u56fd\u306e\u6210\u9577\u920d\u5316\u306f2026\u5e74\u5f8c\u534a\u306bFRB\u306e\u7de9\u548c\u3092\u4fc3\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u30a2\u30b8\u30a2\u682a\u5f0f\u3068\u901a\u8ca8\u306b\u306f\u3055\u3089\u306a\u308b\u8ffd\u3044\u98a8\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p><strong>\u65e5\u672c<\/strong>&nbsp;\u306f\u3001\u6700\u3082\u77ed\u671f\u7684\u306a\u30a4\u30d9\u30f3\u30c8\u304c\u591a\u3044\u5e02\u5834\u3067\u3042\u308b\u3002\u65e5\u9280\u306f4\u670827-28\u65e5\u306e\u4f1a\u5408\u3067\u5229\u4e0a\u3052\u306b\u8e0f\u307f\u5207\u308b\u3068\u4e88\u60f3\u3057 \u3066\u3044\u308b\u304c\uff08\uff5e50-60%\u306e\u78ba\u7387\uff09\u3001\u8cc3\u91d1\u30c7\u30fc\u30bf\u3068\u5bfe\u7acb\u306e\u89e3\u6d88\u3092\u5f85\u305f\u305a\u306b\u5229\u4e0a\u3052\u304c\u590f \u306b\u5b9f\u65bd\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3002\u6295\u8cc7\u5bb6\u306f\u5229\u4e0a\u3052\u30b5\u30a4\u30af\u30eb\u306b\u6163\u308c\u89aa\u3057\u3093\u3067\u304a\u308a\u3001\u5b9f\u8cea\u6240\u5f97\u3082\u4e0a\u6607\u3057\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u5229\u4e0a\u3052\u304cJ-REIT\u3092\u30de\u30a4\u30ca\u30b9\u306b\u8a55\u4fa1\u3059\u308b\u3068\u306f\u8003\u3048\u3066\u3044\u306a\u3044\u3002\u6771\u4eac\u30aa\u30d5\u30a3\u30b9\u306e\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u306f\u5f15\u304d\u7d9a\u304d\u6975\u3081\u3066\u30bf\u30a4\u30c8\u3067\u3042\u308a\uff08\u524d\u5e74\u6bd4\u8cc3\u6599\u4e0a\u6607\u73878%\u3001\u7a7a\u5ba4\u73872.2%\uff09\u3001\u5927\u624b\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\u306e2026\u5e743\u6708\u671f\u6c7a\u7b97\u30fb\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u4eca\u5f8c\u306e\u91cd\u8981\u306a\u30ab\u30bf\u30ea\u30b9\u30c8\u3068\u306a\u308b\u3002\u7b2c1\u56db\u534a\u671f\u306eJ-REIT\u306e\u30a2\u30f3\u30c0\u30fc\u30d1\u30d5\u30a9 \u30fc\u30de\u30f3\u30b9\u306f\u3001\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u306e\u60aa\u5316\u3068\u3044\u3046\u3088\u308a\u306f\u3001\u65e5\u672c\u306e\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306b\u3088\u308b\u5e74\u5ea6\u672b\u306e\u58f2\u308a\u5727\u529b\u3092\u53cd\u6620\u3057\u3066\u3044\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3002.<\/p>\n\n\n\n<p><strong>\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/strong>&nbsp;\u306f\u3001RBA\uff08\u4e2d\u592e\u9280\u884c\u6e96\u5099\u5236\u5ea6\u7406\u4e8b\u4f1a\uff09 \u304c\u5206\u88c2\u3057\u3066\u304a\u308a\uff08\u524d\u56de\u306e\u6c7a\u5b9a\u306f5\u5bfe4\uff09\u3001\u4f9b\u7d66\u4e3b\u5c0e\u306e\u30a4\u30f3\u30d5 \u30ec\u304c\u9700\u8981\u7834\u58ca\u3092\u751f\u307f\u51fa\u305b\u3070\u3001\u61f8\u5ff5\u3055\u308c\u3066\u3044\u308b\u307b\u3069\u7a4d\u6975\u7684\u306a\u5f15\u304d\u7de0 \u3081\u306f\u5fc5\u8981\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u4f4f\u5b85\u306b\u7279\u5316\u3057\u305f\u30b9\u30c8\u30c3\u30af\u30e9\u30f3\u30c9\u3068\u30df\u30eb\u30d0\u30c3\u30af\u306f\u6570\u5e74\u6765\u306e\u30c7\u30a3\u30b9\u30ab\u30a6\u30f3\u30c8\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u308b\u304c\u3001\u30de\u30af\u30ed\u30c7\u30fc\u30bf\u304c\u8edf\u5316\u3059\u308c\u3070\u6025\u53cd\u9a30\u306e\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u30b0\u30c3\u30c9\u30de\u30f3\u30fb\u30b0\u30eb\u30fc\u30d7\u306f\u901a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u4e0a\u65b9\u4fee\u6b63\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p><strong>\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\uff06\u9999\u6e2f<\/strong>&nbsp;\u3044\u305a\u308c\u3082\u5805\u8abf\u306a\u55b6\u696d\u57fa\u8abf\u3067\u6c7a\u7b97\u671f\u3092\u8fce\u3048\u3066\u3044\u308b\u304c\u3001\u7d1b\u4e89\u306f\u30ea\u30b9\u30af\u3068\u306a\u308b\u3002\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u306e\u30ec\u30b8\u30c7\u30f3\u30b7\u30e3\u30eb\u306f\u5e95\u5805\u304f\u63a8\u79fb\u3057\u3066\u3044\u308b\u304c\u3001S-REIT \u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u95a2\u9023\u9298\u67c4\u306f\u3001\u5f37\u529b\u306a\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u3068\u9b45\u529b\u7684\u306a\u5229\u56de\u308a\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u7c73\u56fd\u306e\u540c\u696d\u4ed6\u793e\uff08DCREIT +2.4%\u5bfeDigital Realty +22.4%\uff09\u306b\u5bfe\u3057\u3066\u5927\u5e45\u306a\u30a2\u30f3\u30c0\u30fc\u30d1\u30d5\u30a9\u30fc\u30e0\u3068\u306a\u308a\u3001\u7279\u7b46\u3059\u3079\u304d\u7570\u5e38\u4e8b\u614b\u3068\u306a\u3063\u3066\u3044\u308b\u3002MAS\u306f\u30a4\u30f3\u30d5\u30ec\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306bSGD\u306e\u4e0a\u6607\u3092\u8a31\u5bb9\u3057\u3001\u56fd\u5185\u91d1\u5229\u3092\u6291\u5236\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u3002\u9999\u6e2f\u3067\u306f\u3001\u7b2c1\u56db\u534a\u671f\u306e\u53d6\u5f15\u6238\u6570\u304c\u524d\u5e74\u540c\u671f\u6bd446%\u5897\u306e23,300\u6238\u3068\u306a\u3063\u305f\u304c\u3001\u5728\u5eab\u904e\u591a\u3068\u767a\u58f2\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u6df7\u96d1\u306b\u3088\u308a\u3001\u5730\u653f\u5b66\u7684\u306a\u30bb\u30f3\u30c1\u30e1\u30f3\u30c8\u304c\u60aa\u5316\u3059\u308c\u3070\u3001\u9700\u8981\u306e\u30a8\u30a2\u30dd\u30b1\u30c3\u30c8\u30ea\u30b9\u30af\u304c\u751f\u3058\u308b\u3002\u5927\u578b\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\uff08SHK\u306f\u524d\u5e74\u540c\u671f\u6bd4+46%\u3001\u524d \u5e74\u540c\u671f\u6bd4+111%\uff09\u306e\u682a\u4fa1\u306f\u5927\u304d\u304f\u4e0a\u6607\u3057\u305f\u3002.<\/p>\n\n\n\n<p><strong>\u76ee\u5148\u306e\u4e3b\u8981\u30ab\u30bf\u30ea\u30b9\u30c8<\/strong>&nbsp;\u65e5\u9280\u91d1\u878d\u653f\u7b56\u6c7a\u5b9a\u4f1a\u5408\uff084\/27-28\uff09\u3001\u65e5\u672cCPI\uff084\/24\uff09\u3001RBA\u6c7a\u5b9a\u4f1a\u5408\uff085\u6708\u3001TBC\uff09\u3001\u4e3b\u8981\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\u6c7a\u7b97<\/p>","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":true},"kh_category":[12,16],"class_list":["post-40462","knowledge-hub","type-knowledge-hub","status-publish","hentry","kh_category-knowledge-hub","kh_category-market-outlook"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association\" \/>\n<meta property=\"og:description\" content=\"The&nbsp;fragile&nbsp;Iran-US&nbsp;ceasefire&nbsp;announced&nbsp;April&nbsp;8th&nbsp;sparked&nbsp;a&nbsp;sharp&nbsp;risk-on&nbsp;rally,&nbsp;though&nbsp;uncertainty&nbsp;over the agreed terms and continued disruption to Strait of Hormuz shipping warrant near-term caution. China&#8217;s rumoured role as a mediator is a constructive development. A credible resolution that restores oil flows should disproportionately benefit&nbsp;Asian&nbsp;risk&nbsp;assets. Separately, weaker U.S. growth, partly driven by higher oil acting as a demand tax, may prompt Fed easing later in&nbsp;2026, an additional tailwind for&nbsp;Asian&nbsp;equities and currencies. Japan&nbsp;is the most near-term eventful&nbsp;market. BOJ rate hike expectations for the&nbsp;April&nbsp;27\u201328 meeting are live (~50\u201360% probability),&nbsp;though&nbsp;we favour a summer move pending wage data and conflict resolution. We do not expect a hike to materially re-rate J-REITs negatively, given investor familiarity with the hiking cycle and rising real incomes. Tokyo ... Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\" \/>\n<meta property=\"og:site_name\" content=\"Asia Pacific Real Assets Association\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-16T03:59:48+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data1\" content=\"2\u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\",\"url\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\",\"name\":\"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association\",\"isPartOf\":{\"@id\":\"https:\/\/www.aprea.asia\/#website\"},\"datePublished\":\"2026-04-15T03:57:49+00:00\",\"dateModified\":\"2026-04-16T03:59:48+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb\"},\"inLanguage\":\"ja\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.aprea.asia\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Knowledge Hub\",\"item\":\"https:\/\/www.aprea.asia\/knowledge-hub\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.aprea.asia\/#website\",\"url\":\"https:\/\/www.aprea.asia\/\",\"name\":\"Asia Pacific Real Assets Association\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.aprea.asia\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"ja\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","og_locale":"ja_JP","og_type":"article","og_title":"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association","og_description":"The&nbsp;fragile&nbsp;Iran-US&nbsp;ceasefire&nbsp;announced&nbsp;April&nbsp;8th&nbsp;sparked&nbsp;a&nbsp;sharp&nbsp;risk-on&nbsp;rally,&nbsp;though&nbsp;uncertainty&nbsp;over the agreed terms and continued disruption to Strait of Hormuz shipping warrant near-term caution. China&#8217;s rumoured role as a mediator is a constructive development. A credible resolution that restores oil flows should disproportionately benefit&nbsp;Asian&nbsp;risk&nbsp;assets. Separately, weaker U.S. growth, partly driven by higher oil acting as a demand tax, may prompt Fed easing later in&nbsp;2026, an additional tailwind for&nbsp;Asian&nbsp;equities and currencies. Japan&nbsp;is the most near-term eventful&nbsp;market. BOJ rate hike expectations for the&nbsp;April&nbsp;27\u201328 meeting are live (~50\u201360% probability),&nbsp;though&nbsp;we favour a summer move pending wage data and conflict resolution. We do not expect a hike to materially re-rate J-REITs negatively, given investor familiarity with the hiking cycle and rising real incomes. Tokyo ... Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)","og_url":"https:\/\/www.aprea.asia\/ja\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","og_site_name":"Asia Pacific Real Assets Association","article_modified_time":"2026-04-16T03:59:48+00:00","twitter_card":"summary_large_image","twitter_misc":{"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"2\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","url":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","name":"Asian Market Outlook - April 2026 (B&amp;I Capital) - Asia Pacific Real Assets Association","isPartOf":{"@id":"https:\/\/www.aprea.asia\/#website"},"datePublished":"2026-04-15T03:57:49+00:00","dateModified":"2026-04-16T03:59:48+00:00","breadcrumb":{"@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.aprea.asia\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.aprea.asia\/"},{"@type":"ListItem","position":2,"name":"Knowledge Hub","item":"https:\/\/www.aprea.asia\/knowledge-hub\/"},{"@type":"ListItem","position":3,"name":"Asian Market Outlook &#8211; April 2026 (B&amp;I Capital)"}]},{"@type":"WebSite","@id":"https:\/\/www.aprea.asia\/#website","url":"https:\/\/www.aprea.asia\/","name":"\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u4e0d\u52d5\u7523\u5354\u4f1a","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.aprea.asia\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"}]}},"_links":{"self":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/knowledge-hub\/40462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/knowledge-hub"}],"about":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/types\/knowledge-hub"}],"wp:attachment":[{"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/media?parent=40462"}],"wp:term":[{"taxonomy":"kh_category","embeddable":true,"href":"https:\/\/www.aprea.asia\/ja\/wp-json\/wp\/v2\/kh_category?post=40462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}