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India’s capital markets continue to evolve, backed by strong macroeconomic fundamentals, policy reforms, and a resilient appetite from both domestic and global investors. The real estate sector remains a key focus, with heightened activity across income-generating and emerging asset classes. With stable demand, strategic capital deployment, and increasing institutional interest, FY25 is poised to be a defining year for the Indian investment landscape.

Key highlights of the report include:

India Market Overview

• Robust investment activity observed across core commercial office assets and the industrial & logistics sector.
• Emerging interest in data centres and alternative assets, driven by digitisation and rising demand for specialised infrastructure.
• Rising participation from global investors in large-scale platform deals and structured equity transactions.
• Continued interest in income-yielding assets and Grade A developments across top metros.

Capital Trends & Deal Activity

• Strategic partnerships between institutional investors and developers drive capital inflows.
• Notable transactions include deals in Mumbai, Bengaluru, NCR, and Hyderabad across office and warehousing sectors.
• Increased focus on structured transactions and forward purchase models.

Outlook

• Investor sentiment remains positive, underpinned by India's growth trajectory and real estate sector resilience.
• Policy support and infrastructure development expected to further enhance market depth and transparency.
• India continues to attract long-term capital seeking stability, scale, and sustainable returns.

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1. The Japanese economy is stagnant but not in recession due to decline in demand caused by rising prices and slowdown in recovery of the Chinese economy.
2. The market for for-sale real estate in Japan has recovered from the sudden slowdown caused by the impact of COVID-19, and the supply-demand balance has been barely maintained due to decline in demand caused by rising prices and decrease in supply accompanying rising costs despite rising interest rates.
3. Hotels and retail properties in Japan continue to thrive following recovery from slowdown due to the impact of COVID-19, as the weak yen attributable to differences in monetary policy and other factors has stimulated inbound demand.
4. In the rental market for office buildings in Japan, vacancy rates continue to decline slowly, and rents continue to rise gradually with some exceptions.
5. Although transaction prices have been maintained, both the number of transactions and their amounts are slumping due to a decline in properties for sale, with some investors turning to a cautious stance.
6. Comparing the economic growth rates and inflation rates of major advanced countries and developing countries, the former show similar fluctuations depending on the country and time period, while indicators for the later show diverse trends.
7. Among the economic growth and inflation rate indicators of advanced countries, only Japan's inflation rate shows a clear downward shift.
8. Among the major countries compared, Japan‘s population has been on a long- term downward trend as natural decrease has not been fully compensated for by social increase.
9. The populations of major countries continue to grow due to social growth, but the US population is thought to be rapidly increasing, including through illegal immigration, and the economic growth rate is expected to be swinging upward significantly.

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Singapore’s hospitality sector is thriving, cementing its status as a global investment magnet with strong governance, infrastructure expansion, and surging travel demand. As other global cities face uncertainty, investors see Singapore as a safe and stable destination. With robust fundamentals and innovation at the core, the city-state is poised for long-term growth in hospitality.

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