This week's trend focus: In Vietnam, amid 'significant price increases over the past year + new area vacancies', anti-speculation tax expectations and more cautious credit pacing jointly become price variables; Singapore extends the relaxation of rental occupancy limits to 2028, indicating ongoing rental demand pressure and priority for rental certainty; Dubai's rental market continues to regularize, with Ejari and official rent indices making rent increase boundaries more calculable; Japan's trend is not centered on short-term fluctuations, but 'transparency and traceability' become the new norm. Part 2 does not provide buying or selling conclusions, only offers reusable trend judgment chains and key points to track next week.
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AIAIG's Trend Analysis does not provide a 'unified buy or sell conclusion', but only does three things:
The most important trend this week is: ==Market pricing power is shifting from sentiment to rules and cash flow executability==.
This week's trend assessment for Vietnam must simultaneously consider both the 'price side' and the 'policy side'.
(1) Price side: Public reports provide a significant range of price increases over the past year
(2) Policy side: Anti-speculation tax system expectations become a new price variable
(3) Three key points to continue tracking next week (more important than 'guessing price movements')
AIAIG perspective: Vietnam is in a 'high-volatility window'. Trend assessment should shift from 'price increases' to 'how rule changes affect cash flow and exit strategies'.
The trend in Singapore this week is not recommended to use 'housing price fluctuations' as the core, but rather to grasp the policy signals on the rental side.
(1) The meaning of extending to 2028
(2) The significance for trend judgment
(3) What to continue tracking next week
AIAIG Perspective: Singapore is often misinterpreted as 'only looking at housing prices.' In reality, its policy stability often manifests first on the rental side. The rise in rental certainty is the trend variable that long-term holders truly care about.
The trending keyword in Dubai this week is 'regulated pricing'.
(1) Why rental trends are becoming more calculable
(2) The significance of the Rental Index
(3) What to continue tracking next week
AIAIG perspective: For Dubai's upward trend to be sustainable, it must be based on 'enforceable rules + available data'. This week's actions have strengthened this premise.
Japan's trend assessment this week is not recommended to use 'how much housing prices rise' as the core, but rather to grasp the long-term impact of institutional infrastructure upgrades.
(1) Real Estate List Certificate System (effective from 2026-02-02)
(2) Trend implications for overseas buyers
(3) What to continue tracking next week
AIAIG Perspective: Japan's trend is digital governance. For overseas buyers, the risk is not a sudden purchase ban, but rules becoming increasingly standardized, traceable, and statistically manageable, where compliance and document preparation capabilities will become part of the transaction experience.
If I only spend minimal time tracking trends, which three should I remember this week?
Why doesn't the trends section directly write 'clear investment strategies'?