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Rising inflation, zero-covid policies in mainland China and ongoing supply chain bottlenecks are just a few of the headwinds that continue to cloud the operating environment for occupiers of commercial real estate in Asia Pacific.

As slowing GDP growth prompts many companies to tighten their belts, CBRE’s recent surveys of office, retail and logistics tenants, along with wide-ranging discussions with corporate clients, have uncovered several common themes in how occupiers are adapting and responding to these challenges.

The seven key trends we expect to influence occupier portfolio strategy and leasing demand over the remainder of the year and into 2023 are as follows:

• A mild global recession
• Continued cautious expansion
• Ongoing flight to quality
• Rising fit-out costs
• A shortage of talent
• Building resilience
• Investing in technology

本報告原刊登於 https://www.cbre.com/insights/briefs/asia-pacific-occupier-trends—concerns-priorities-and-strategies-ahead

In Colliers Hotel Insights | Q2 2022, we look at:

• RevPAR and ADR performance across Asia Pacific in Q2
• The recovery of Singapore’s hotel market, including an outlook of supply
• The case for investing in hotel assets and recommended strategies for investors

Two quarters into 2022 and what travel in a post-COVID-19 world will be is starting to take shape. Travel restrictions continue to be reduced en-masse across the world, with airline traffic up to 69% of pre-COVID (2019) levels at the end of March 2022. According to the latest forecast by IATA, air traffic is expected to exceed pre-COVID levels by 2024. Driving demand for those seats will be domestic and increasing number of tourists, with the UNWTO forecast that by tourism arrivals would have exceeded 2019 levels by the end of 2023 in certain regions.

Once heralded as the harbinger of doom for business and group travel – it seems the desire to meet in-person has once again triumphed, as leisure (mostly visit, friends and relatives), meetings, and events travel lead the recovery.

However, once again head winds threaten. Whether it’s the ever-present threat of a resurgence of a deadly variant, high inflation, labour bottlenecks and increased cost of living has meant reduced disposable income. Question is, will the desire to travel outweigh the need to save, thereby dampening the recovery, at least in the short-term.

In terms of hotel performance, room occupancies across Asia increased to 48.5%, with ADR improving to US$83.69, a recovery in RevPAR of 12.3%. However, there remains a great divide between the more open Southern countries versus the closed Northern region, with China especially remaining closed for the foreseeable future.

本報告原刊登於 https://www.colliers.com/en-hk/research/2022-q2-hospitality-insights-colliers

A lean supply chain, at its heart, focusses on inventory optimisation and operational excellence. It aims to eliminate waste at every stage of the production and distribution process, and so have courted additional terms such as “continuous flow” and “just-in-time”. The critical aim is optimisation of inventory management rather than minimisation, and with its focus on consistency and repeatability, lean supply chains are designed to be arguably less flexible. For this reason, some have come to view this type of network as irrelevant in a disrupted world – agility rules. However, this is not the case.

Cushman & Wakefield’s latest report, Keeping Lean Supply Chains Relevant in a Post-pandemic World, explores key trends in the supply chain industry, highlighting the importance of optimising supply chain networks, with a key focus on lean supply chain and how it will continue to be relevant. 

本報告原刊登於 https://www.cushmanwakefield.com/en/insights/supply-chain-network-design-optimisation