{"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&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\/zh_hk\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/","title":{"rendered":"\u4e9e\u6d32\u5e02\u5834\u5c55\u671b - 2026 \u5e74 4 \u6708 (B&I Capital)"},"content":{"rendered":"

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\u65e5\u672c<\/strong> \u662f\u8fd1\u671f\u4e8b\u4ef6\u6700\u591a\u7684\u5e02\u5834\u3002\u65e5\u672c\u592e\u884c\u5728 4 \u6708 27-28 \u65e5\u6703\u8b70\u4e0a\u7684\u52a0\u606f\u9810\u671f\u662f\u73fe\u5be6\u7684\uff08~50-60% \u53ef\u80fd\u6027\uff09\uff0c\u96d6\u7136\u6211\u5011\u50be\u5411\u65bc\u5728\u5de5\u8cc7\u6578\u64da\u548c\u885d\u7a81\u89e3\u6c7a\u4e4b\u524d\u7684\u590f\u5b63\u884c\u52d5\u3002\u9451\u65bc\u6295\u8cc7\u8005\u719f\u6089\u52a0\u606f\u9031\u671f\u53ca\u5be6\u969b\u6536\u5165\u589e\u52a0\uff0c\u6211\u5011\u9810\u671f\u52a0\u606f\u4e0d\u6703\u5c0d\u65e5\u672c\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\u57fa\u91d1\uff08J-REITs\uff09\u9020\u6210\u91cd\u5927\u8ca0\u9762\u5f71\u97ff\u3002\u6771\u4eac\u5beb\u5b57\u6a13\u7684\u57fa\u672c\u56e0\u7d20\u4ecd\u7136\u975e\u5e38\u7dca\u7d40\uff088% \u7684\u79df\u91d1\u5e74\u589e\u9577\u7387\uff0c2.2% \u7684\u7a7a\u7f6e\u7387\uff09\uff0c\u4e3b\u8981\u958b\u767c\u5546 2026 \u8ca1\u653f\u5e74\u5ea6 3 \u6708\u7684\u696d\u7e3e\/\u6307\u5f15\u662f\u5373\u5c07\u51fa\u73fe\u7684\u4e3b\u8981\u50ac\u5316\u56e0\u7d20\u3002J-REIT \u5728\u7b2c\u4e00\u5b63\u8868\u73fe\u4e0d\u4f73\uff0c\u53ef\u80fd\u53cd\u6620\u65e5\u672c\u6a5f\u69cb\u5728\u8ca1\u653f\u5e74\u5ea6\u7d50\u675f\u6642\u7684\u62cb\u552e\u58d3\u529b\uff0c\u800c\u975e\u57fa\u672c\u9762\u60e1\u5316\u3002.<\/p>\n\n\n\n

\u6fb3\u6d32<\/strong> \u6fb3\u6d32\u592e\u884c(RBA)\u9762\u81e8\u5206\u6b67(\u4e0a\u6b21\u6c7a\u8b70\u70ba 5:4)\uff0c\u82e5\u4f9b\u61c9\u5e36\u52d5\u901a\u8ca8\u81a8\u8139\u9020\u6210\u9700\u6c42\u6bc0\u6ec5\uff0c\u6fb3\u6d32\u592e\u884c\u53ef\u80fd\u4e0d\u9700\u8981\u5982\u9810\u671f\u822c\u5927\u5e45\u6536\u7dca\u653f\u7b56\u3002Stockland \u548c Mirvac \u7684\u4f4f\u5b85\u80a1\u50f9\u683c\u6709\u591a\u5e74\u6298\u8b93\uff0c\u82e5\u5b8f\u89c0\u6578\u64da\u75b2\u5f31\uff0c\u5247\u53ef\u80fd\u5927\u5e45\u91cd\u4f30\u3002Goodman Group \u9810\u671f\u6703\u4e0a\u8abf\u5168\u5e74\u6307\u5f15\uff1bScentre Group \u7684\u6307\u5f15\u770b\u4f3c\u4fdd\u5b88\uff0c\u4f46\u53ef\u80fd\u5e36\u4f86\u6b63\u9762\u9a5a\u559c\u3002.<\/p>\n\n\n\n

\u65b0\u52a0\u5761\u548c\u9999\u6e2f<\/strong> \u5118\u7ba1\u885d\u7a81\u5e36\u4f86\u98a8\u96aa\uff0c\u4f46\u5169\u8005\u5747\u4ee5\u7a69\u5065\u7684\u57fa\u672c\u71df\u904b\u8da8\u52e2\u9032\u5165\u5831\u544a\u5b63\u7bc0\u3002\u65b0\u52a0\u5761\u4f4f\u5b85\u5e02\u5834\u8868\u73fe\u5f37\u52c1\uff1b\u65b0\u52a0\u5761\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\u57fa\u91d1\uff08S-REIT\uff09\u7684\u6578\u64da\u4e2d\u5fc3\u985e\u80a1\u4ecd\u986f\u5f97\u7570\u5e38\uff0c\u5118\u7ba1\u57fa\u672c\u56e0\u7d20\u5f37\u52c1\u4e14\u6536\u76ca\u7387\u5438\u5f15\uff0c\u4f46\u76f8\u5c0d\u65bc\u7f8e\u570b\u540c\u696d\uff08DCREIT +2.4% vs. Digital Realty +22.4%YTD\uff09\uff0c\u5176\u8868\u73fe\u4ecd\u5927\u5e45\u843d\u5f8c\u3002\u65b0\u52a0\u5761\u91d1\u7ba1\u5c40\u9810\u8a08\u5c07\u5141\u8a31\u65b0\u5143\u5347\u503c\u4ee5\u7ba1\u7406\u901a\u8139\uff0c\u5f9e\u800c\u63a7\u5236\u570b\u5167\u5229\u7387\u3002\u9999\u6e2f\u65b9\u9762\uff0c\u7b2c\u4e00\u5b63\u6210\u4ea4\u91cf\u6309\u5e74\u4e0a\u5347 46%\uff0c\u81f3 23,300 \u500b\u55ae\u4f4d\uff0c\u4f46\u82e5\u5730\u7de3\u653f\u6cbb\u6c23\u6c1b\u60e1\u5316\uff0c\u5eab\u5b58\u904e\u5269\u53ca\u64e0\u8feb\u7684\u63a8\u552e\u7ba1\u9053\u5c07\u5e36\u4f86\u9700\u6c42\u7a7a\u6d1e\u7684\u98a8\u96aa\u3002\u5927\u578b\u767c\u5c55\u5546\uff08\u65b0\u9d3b\u57fa\u6309\u5e74\u534746%\uff0c\u6309\u5e74\u5347111%\uff09\u5df2\u7d93\u8271\u82e6\u7d93\u71df\uff1b\u98a8\u96aa\u56de\u5831\u5728\u76ee\u524d\u6c34\u5e73\u8f03\u96e3\u5438\u5f15\u6295\u8cc7\u8005\u3002.<\/p>\n\n\n\n

\u8fd1\u671f\u4e3b\u8981\u50ac\u5316\u56e0\u7d20\uff1a<\/strong> \u65e5\u672c\u592e\u884c MPM\uff084 \u6708 27-28 \u65e5\uff09\u3001\u65e5\u672c CPI\uff084 \u6708 24 \u65e5\uff09\u3001\u6fb3\u6d32\u592e\u884c\u6c7a\u7b56\uff085 \u6708\uff0c\u5f85\u5b9a\uff09\u3001\u4e3b\u8981\u958b\u767c\u5546\u76c8\u9918<\/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":"\nAsian Market Outlook - April 2026 (B&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\/zh_hk\/knowledge-hub\/asian-market-outlook-april-2026-bi-capital\/\" \/>\n<meta property=\"og:locale\" content=\"zh_HK\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asian Market Outlook - April 2026 (B&I Capital) - Asia Pacific Real Assets Association\" \/>\n<meta property=\"og:description\" content=\"The fragile Iran-US ceasefire announced April 8th sparked a sharp risk-on rally, though uncertainty over the agreed terms and continued disruption to Strait of Hormuz shipping warrant near-term caution. China’s rumoured role as a mediator is a constructive development. A credible resolution that restores oil flows should disproportionately benefit Asian risk assets. Separately, weaker U.S. growth, partly driven by higher oil acting as a demand tax, may prompt Fed easing later in 2026, ... 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