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Asian Investors Shift Focus to Real Estate as Geopolitical Tensions Rise

A report from the South China Morning Post indicates that interest in real estate has risen to 52% while private credit interest has decreased to 48%, driven by trade friction, energy security worries, and weaker demand from China.

Conceptual illustration showing a heavy, solid block of stone representing real estate dominating a receding, ethereal flow of lines representing private credit.
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According to a report published by the South China Morning Post, interest in real estate has increased to 52%, while interest in private credit has declined to 48%. This shift is attributed to geopolitical disruptions and concerns regarding energy security, which have heightened the focus on tangible assets and inflation resilience. The report also noted that interest in venture capital reached 39 percent, which represented a double-digit increase. This trend was described as being consistent with a strong capital markets environment across Asia in 2026, especially for companies within AI-related portfolios.

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