🎙️Whether the world is already multipolar, or will ever be, is debatable, but the world’s “multipolarization” is a fact: On the one hand, power is shifting toward a larger number of actors who have the ability to influence key global issues. On the other hand, the world is experiencing increasing polarization both between and within many states.

🎙️The Munich Security Report 2025 analyzes the far-reaching consequences of the multipolarization of the international order. For many politicians and citizens around the globe, a more multipolar world holds significant promise. But recent trends suggest that the negative effects of greater multipolarity are prevailing as divides between major powers grow and competition among different order models stands in the way of joint approaches to global crises and threats. The report therefore makes the case for “depolarization,” highlighting the need for substantial reforms of the international order.

Credit: MSC 2025 Report

Chapters

“(00:00) Introduction”

“(02:30) Summary

“(12:42) Closure

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🎙️The first few months of 2025 have been a bit of a downer for investment activity. Even though things picked up in the second half of 2024, global market uncertainty kept investment levels low in Q1 across all three regions. In fact, activity was at the bottom of the five-year range in all locations during Q1, and that trend continued in April. While investment in EMEA stayed the same, activity in North America dropped a bit, but it’s still in line with the five-year range. It seems like investors are moving away from the North American investment market, which is losing its status as a global safe haven. Europe is now the new hot spot, and many European investors are showing interest in the APAC market. It might take some time for this to translate into actual investment activity, but we should see more movement in the second half of 2025.

🎙️China is the world’s biggest energy investor, and solar PV is getting more money than any other tech, according to a new IEA report. Despite some tough times with global tensions and economic uncertainty, global energy investment is expected to reach a record $3.3 trillion in 2025. And guess what? Clean energy tech is getting twice as much money as fossil fuels!

Credit: Report from Colliers and IEA

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🎙️Indian market in 2025 has lot of things to say. This episode will help the stakeholders in understanding the market scenarios.

This episode focuses on economy and retail.

Credit: CBRE/The Indian Market Outlook, 2025

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🎙️Fashion is still the main thing in the luxury market, and jewelry and watches are also really popular. Luxury furniture and homewares are also growing because people want to have a more complete brand experience. And luxury luggage sales are still going strong because traveling is still a big part of luxury consumers’ spending priorities.

🎙️Luxury brands are always looking for new ways to connect with more people. They’re investing in things like hotels, cafes, bars, and restaurants, spas, and even branded homes. They’re also doing a lot of brand activations in seasonal resort towns, like beach club takeovers, pop-up stores, and permanent store openings. And guess what else? Sports, especially the Paris 2024 Olympic and Paralympic Games, have created a ton of luxury brand partnerships and activities in 2024.

Credit: Reports authored by Cushman & Wakefield

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🎙️The Indian retail sector in 2024 saw the opening of over 750 new stores and a total of Rs. 12,000 crore (US$ 1.38 billion) raised, as per the data compiled by IndiaRetailing Insights.​

🎙️India’s retail market is expected to grow at a Compound Annual Growth Rate (CAGR) of 10% to US$ 1.6 trillion by 2026. While the overall retail market is expected to grow at 12% per annum, modern trade would expand twice as fast at 20% per annum and traditional trade at 10%.

📚India is one of the most promising and developing marketplaces in the world. There is a great deal of desire among multinational corporations to take advantage of the consumer base in India and to enter the market first.

📚Increasing purchasing power has led to growing demand.

Credit: IBEF

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🎙️From a commercial real estate perspective, it’s clear that the market hit rock bottom in 2024. Our monthly index shows that property capital values are starting to show signs of turning around, and we expect this trend to continue and gain momentum in 2025. As we leave a year where investment was at historically low levels, a rise in values, along with lower interest rates and costs of debt, will boost investment in 2025 by around 15% to £53 billion.

🎙️Trump’s return to office could bring some fiscal stimulus and a tax policy that’s good for real estate investors and occupants in the U.S. While a growing U.S. economy would be a positive thing for the UK, there’s a chance that the U.S. might impose higher tariffs on European goods, which could slow down EU growth. It’s not clear yet whether the UK will be affected by these tariffs, but if they are, they could reduce U.S. demand for UK goods. U.S. tariffs, combined with stricter immigration policies, could affect labor availability, cause inflation to rise again, and lead to higher U.S. interest rates. This could make the dollar stronger, which might encourage a lot of U.S. capital to invest in European real estate.

🎙️The sustainability agenda is still a big concern for investors, developers, and occupiers, especially since the deadline for stricter MEES regulations is coming up soon. Investors and developers are also becoming more aware of the need to protect against physical risks. In the UK, one in six properties is at risk of flooding, and it costs an annual £1 billion to fix these problems. But there are also opportunities in areas like electric vehicle charging points and renewable energy.

Credit: CBRE UK

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🎙️UAE GDP is forecasted at 4.7% in 2025, up from 3.8% in 2024. However, the global macro landscape has become increasingly uncertain in recent times, with the IMF cutting their global growth outlook, lowering GDP growth from 3.3% to 2.8% amidst the ongoing tariff wars.

🎙️Given the current environment of lower oil prices and ongoing trade tensions, there appears to be more downside risk to current economic forecasts than upside, both regional and globally.

🎙️That said, growth in hydrocarbon GDP is expected to increase year-on-year due to the positive impact of the Emirate’s higher production quotas. However, with pricing for Brent Crude now around US$65/barrel, and with a slowdown in global demand expected, quotas may again come under scrutiny as markets look for a better balance.

🎙️Headline inflation remains comparatively low despite continued growth in housing costs, forecasted at 2.5% in 2025 up from 2.1% in 2024, but still broadly within historical norms.

🎙️The non-oil private sector will remain the key driver of the country’s economic growth despite the potentially negative effects on global trade this year due to the application of higher trade tariffs from the US.

Credit: CBRE (UAE)

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🎙️Across the several verticals of Real Estate market, there's a lot to take a look at. In order to stay ahead of the curve and understand the scenarios better, this episode will help you to make informed decisions or draw an opinion about the prevailing conditions being an investor or stakeholder.

Credit: CBRE Research, Singapore

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