Michelle Martin
Showing 1–2 of 2 transcripts.
- Milken Institute44 min
Global Real Estate: Repricing Risk, Rethinking Strategy | Asia Summit 2025
Curtis S. Chin, Michelle Martin, Stuart Crow, Goodwin Gaw, Kishore Moorjani, Hsueh Ling Ng
Global real estate capital is rapidly migrating from traditional office space to invisible infrastructure like data centers and battery storage, driven by AI compute demands and supply chain regionalization strategies. While distress in the office sector and record interest rates are forcing asset re-purposing and wealth consolidation, innovative financing models including private credit and tokenization are unlocking new liquidity for investors. Market experts highlight specific opportunities in Asia-Pacific hubs, Hong Kong's gateway role, and the residential living sector as the primary engines for future yield and resilience amidst shifting geopolitical and technological landscapes.
- Milken Institute45 min
Attracting Capital to Promote Growth: Indicators & Insights | Asia Summit 2024
Michelle Martin, Pablo Coballasi, Jackie Surtani, Paul J. Thoppil
A panel of global experts analyzed shifting foreign direct investment patterns in Asia, highlighting how geopolitical tensions and climate imperatives are driving multinational corporations to adopt "China-plus-one" strategies and establish regional headquarters in countries like Vietnam and India. The discussion further detailed how U.S. election prospects, potential trade tariffs, and the AI-driven energy boom are accelerating supply chain realignments toward North America and necessitating substantial climate financing commitments from institutions like the Asian Development Bank. Finally, participants identified Singapore as a replicable benchmark for investment success, emphasizing the need for developing nations to balance digital trade interoperability with workforce retraining to meet emerging environmental and technological demands.