仲量联行： 2023年第一季度亚太区零售地产市场报告（英文版）（32页）.pdf

1、Retail ResearchRetail markets benefit from economic reopening tailwindsAsia Pacific|Q1 2023ContentsRetail marketsRetail Market Insights08 Hong Kong09 Beijing10 Shanghai11 Guangzhou12 Shenzhen13 Tokyo14 Seoul15 Singapore16 Bangkok17 Jakarta18 Kuala Lumpur19 Manila20 Hanoi21 Ho Chi Minh City22 Delhi23

2、 Mumbai24 Bengaluru25 Chennai26 Sydney27 Melbourne28 SE Queensland29 Perth30 AdelaideJLL Asia Pacific Retail Q1 2023206ForewordReopening tailwinds continued to benefit retail markets across Asia Pacific,despite persistent looming global macroeconomic headwinds.This helped drive healthy leasing activ

3、ity in the region.Chinas sudden shift away from its zero-COVID policy in December and reopening of its international borders in January have also brought the anticipation of the return of Chinese tourists for countries in the region,boosting business confidence.Looking forward,a slowdown in major wo

4、rld economies such as the United States and Europe may drag on global economic growth over the year.Moreover,inflation in many countries remains high.Nonetheless,domestic consumer sentiment and overall spending within Asia Pacific is still expected to remain relatively resilient given sustained tail

5、winds from the regions economic reopening,especially from the gradual return of Chinese tourists.Overall,it remains to be seen how this confluence of factors regionally and globally will play out in the regions retail markets in the coming quarters,though a mixed picture is expected.The quarters rep

6、ort will provide a detailed analysis on the regionwide retail sector.We hope you find this publication useful in enabling you to make informed decisions and we welcome your feedback.Roddy AllanChief Research Officer Asia PacificJLL Asia Pacific Retail Q1 20233Mainland China3.05.5Growth forecasts rev