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Retail Market in Minutes June 2025
"Renewed optimism, underpinned by strong income returns and the prospect of lower interest rates, is expected to support a gradual rebound in retail's investment momentum."
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"Renewed optimism, underpinned by strong income returns and the prospect of lower interest rates, is expected to support a gradual rebound in retail's investment momentum."
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"Visa reforms, regional travel growth, and Shanghai’s cultural appeal are drawing a new wave of international visitors. Young, digital-savvy, and experience-driven, these travellers are reshaping the retail landscape through evolving preferences, social media influence, and demand for immersive, high-quality offerings."
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"Japan’s retail sector continues its positive performance into 2025. Strong demand has been witnessed for store openings along premier streets in Tokyo and across regional markets, and availabilities are currently extremely low in such locations. Inbound tourism has gone from strength to strength, and elevated inbound spending should further buoy retail sectors moving forward, although performance may largely depend on respective submarkets’ ability to attract inbound visitors. In the meantime, strong wage growth should bode well for domestic consumption."

"Technology and transformation in a recovering market"
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"According to Savills Vietnam’s Q1/2025 property market report, street retail in Ho Chi Minh City continues to face intense competition from modern retail formats, which offer greater product and service diversity. "

"Longer-term disinflationary trends remain intact, driving further interest rate cuts set to boost consumer spending, but will occupier cost increases and US tariffs throw a spanner in the works?"

"The retail warehouse market continues to grow, whilst footfall across retail parks continues to impress"

"Market conditions are set fair, indicating early-stage recovery; however, US policy on tariffs sees a moment of reflection from both buyers and sellers"
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"2024 saw an unexpected increase in new store openings with an increased focus on the Asia Pacific region beyond China."
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"We sat down with Sunny Gill, who joined the family business when Gill Capital was formed in 2007, to discuss the evolution of the Southeast Asian market, the future of retail in the region and the crucial role an expert partner plays in navigating such a diverse and dynamic landscape."