CapitaLand Investment Expects to Cut China Exposure Amid Real Estate Crisis

Dow Jones11-22

CapitaLand Investment expects to cut its exposure to China amid the nation's real estate crisis.

The company expects to reduce its exposure to 10%-20% of its projected funds under management from the current 27% by 2028, CapitaLand Investment said in an investor day presentation on Friday.

CapitaLand Investment, one of Asia's biggest real asset managers, forecasts its total funds under management to reach 200 billion Singapore dollars, equivalent to US$148.54 billion, by 2028.

It currently holds 113 billion Singapore dollars in funds under management.

Potential fair value or divestment losses, such as those from China, may impact near-to-medium-term non-operating earnings, CapitaLand Investment noted.

China's real-estate downturn has long been under the global spotlight, with Beijing striving to revitalize an economy grappling with relatively sluggish growth.

From January to October, property investment fell 10.3% compared to a year ago, a sharper decline than the 10.1% drop recorded from January to September.

New construction also declined 22.6% in the first 10 months, following a 22.2% drop for the first nine months of the year.

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