Investor Presentation_ Housing & Real Estate_ Our Take on Brisk Office Market and Inflation Wave
Bridgewater·2025-01-12 05:33
本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 January 7, 2025 09:02 AM GMT Investor Presentation | Japan M Foundation Housing & Real Estate: Our Take on Brisk Office Market and Inflation Wave We believe that developers announcing new medium-term plans will boost expectations for improved Industry View In-Line governance and profit growth beyond inflation. We forecast focus on offices as lagging beneficiaries of inflation. We expect increasing inflationary pressures in the Japanese economy due to rising wages, and ...