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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.

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主要收获

  • 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.
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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.

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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.

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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.

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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.

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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.

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正如本报告2025年版所概述的，"加速增长"已不再是描述这一充满活力且快速演变的全球市场的最准确表述。 更精准的表述应是“有序增长”。全球各国政府正在重塑规则，以确保新建数据中心不会给现有资源（尤其是电网）带来过重负担，并解决与该行业扩张相关的各类问题。.

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全球数据中心市场仍主要由云计算和企业应用主导，截至2025年，人工智能在总工作负载中的占比不足15%。由于目前大部分人工智能需求集中在美国，亚太地区的占比则更为微小。.

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2026 年第一季度是在近期最严重的全球供应链中断事件之一的背景下开幕的。2 月下旬，美国和以色列对伊朗发起军事行动，导致霍尔木兹海峡实际关闭，全球约 20% 的海运石油和液化天然气通过霍尔木兹海峡，马士基、达飞轮船和赫伯罗特等主要航运公司完全暂停了通过该海峡的业务。船运公司被迫改变船只航线、推迟交货或暂停运营，导致全球供应链速度放缓，成本大幅上升。在此背景下，印度卢比在 2026 财年贬值了约 91TP3，达到 1 美元兑 93.88 卢比左右。石油进口国对美元的持续需求扩大了经常账户赤字，提高了以美元计价的货运和设备采购的到岸成本，压缩了整个物流行业的利润空间。然而，印度的宏观经济基础依然稳固。2026 财年实际国内生产总值（GDP）增长预测为 7.6%，超出预期，印度储备银行预计 2027 财年的增长为 6.9%，这主要受到服务业活动强劲、国内消费旺盛以及商品及服务税合理化持续带来的好处的支持，尽管印度储备银行指出了地缘政治进一步升级带来的下行风险。.

在此背景下，工业和仓储活动依然活跃，主要由制造业和第三方物流（3PL）租户驱动，巩固了印度作为区域供应链多样化的弹性战略枢纽的地位。尽管宏观经济环境动荡，但租户的租赁活动仍在继续加强，2026 年第一季度的租赁量达到 180 万平方米（1930 万平方英尺），同比增长 151TP3。值得注意的是，这是自 2023 年初以来录得的第二高季度交易量，彰显了租户持续的信心和强劲的潜在市场动力。.

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