Our intel zooms in on how primary apartment supply in Ho Chi Minh had its largest increase since Q3/2019 and where landed properties are concentrated given rising land prices closer to the core. We explore the changes to brick-and-mortar retail post-Covid and if Grade A office scarcity will see relief soon. International arrivals are yet to reach 2019 levels, why?

Moving north, we unpack what Ha Noi’s plans for a residential floor area of 32 m2 /person by 2030 mean for supply, and the real capital gains landed properties deliver. Office take-up made a drastic turnaround compared to 2021, however, is the momentum expected to last? Events like the SEA Games boosted hotel performance, but uncertainty remains given key source markets remain closed.

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