Transportation sector contributes to about 3-3.5% to the Malaysian economy and 3.5% to employment. At the same time, its indirect contribution to socioeconomic prosperity is measured by its ability to enable efficient movement of passengers and goods. The country has two ports ranked in the top 20 in the world in terms of container volume (Port Klang and Tanjung Pelepas), whilst KL International Airport is ranked 24th in the world in terms of total passengers handled, according to the country’s Ministry of Transport.

Digital solutions include hardware, software, and services that drive business innovation and operational transformation across industry segments. The digital service components considered for market sizing and forecasting are fault detection and diagnostics, predictive maintenance, energy optimization, remote monitoring, digital twin, healthy building services, and workplace optimization.

A city that is connected to the internet and is driven by a underlying technological platform for information and communications management. These platforms are capable of processing and analyzing huge volumes of data to offer new services to the citizens and for the overall management of the urban environment.

Brokerage management solution consist of rent, sales, leasing, and purchase property with a broker to conduct transaction of property. It is engaged in providing advisory and consultancy services to different customers. Broker is involved in brokerage management, as a mediator between buyer and seller to complete property transaction. The commercial real estate brokerage and management market is segmented on the basis of solution, type, application, and region. Based on solution, the market is divided into sales, leasing, and others segment. Based on type, the market is segmented into brokerage and management. Based on application, the market is segmented into offices, industrial, retail, multifamily, and others.

Our Investment Strategy team upgraded US equities to overweight on 11 Jan. Our more positive stance on US equities is premised on i) stronger-than-expected recovery in economic growth in 2021, ii) earnings rebound this year, iii) rising inflation from low levels and iv) negative real yields. We believe all these tailwinds would benefit the US real estate sector, which had underperformed in 2020. Historically, the earnings of cyclical sectors such as real estate have been more sensitive economic growth, and thus we expect the sector to be a beneficiary of the reflation theme ahead. Real estate has also historically been seen as a good hedge against inflation. However, we are cognisant that the road to recovery is expected to remain bumpy. Key downside risks include further lockdowns to control the pandemic, slower-than-expected administration of Covid-19 vaccines and sharper-than-expected spike in US 10-year Treasury yields and borrowing costs.

受欧洲、美国、加拿大和部分亚太地区房地产市场的影响，2021年一季度全球房地产价格强劲增长。造成当前房地产市场“高温”的主要因素，一是持续的低利率政策和空前的宽松货币政策环境，二是大规模政府财政刺激政策造成的额外收入。但是，泡沫的存在、支撑空前繁荣基本面的不稳定正在越来越多成为各国监管者的担忧。摆在主要发达经济体央行面前的无疑是如何驾驭空前繁荣的房地产市场这道被疫情加剧的难题。在全球房地产指南网站公布的最新市场报告中，“前所未有的空前繁荣”折射出全球主要经济体房地产行业的乐观景象，在这一乐观景象的背后，是多数国家监管部门面临的维持经济增速与避免金融风险的两难局面。

人类健康在全球发展议程中的地位从未如此之高。我们筛选出在生命科学领域处于领先地位的城市。新冠疫情的出现令生命科学产业成为关注焦点。疫苗研发速度之快前所未见，在这次疫苗研发竞赛中，美国Novavax、德国BioNTech和科兴生物等企业成为家喻户晓的名字。虽然对生命科学的关注度在近月才迅速提升，但实际上，该行业数十年来一直对创新和发现起着重要的推动作用。生命科学产业的资金流入达到历史新高，2020年风险投资规模同比增加69%。这些资金主要流向全球领先的生命科学城 市。在本报告中，我们评选出全球排名前20 位的科学城市，并评估其成功吸引生命科 学企业落地、扩张的要素条件。这些城市汇 聚着高校、医院、国有企业、私营企业等各 类资源，迸发出的智慧创新火花不断推动 生命科学这一知识密集型产业的发展。美国城市占据主导地位，其中全球知识中 心兼投资热门城市波士顿高居榜首。与此 同时，中国、英国、日本、德国、瑞士、法国、 新加坡、澳大利亚和爱尔兰的城市亦有突 出表现。除成本优势以外，很多城市可为入 驻企业提供丰富的人才资源、融资渠道以 及专业积累。

上周，德尔塔变异毒株持续扩散，世卫组织称该毒株已在至少98个国家和地区出现，且在持续变异和进化。受变异株入侵影响，多国单日新确诊病例数回升，新一轮疫情已逼近。世卫组织呼吁各国加快疫苗接种，确保一年后每个国家70%的人口都接种新冠疫苗。市场方面，美国楼市火爆。4月房价指数创下1987年来最大同比涨幅，但房屋销售量却有所下滑。市场认为，当前的低贷款利率、购房需求回升、房屋库存不足是影响楼市的主要因素

The concept of construction 4.0 consists of building information modeling (BIM), artificial intelligence (AI), Internet of Things (IoT), 3D printing, and others. Construction 4.0 concept is used to make human activities simpler. The inclusion of internet-connected devices in the construction industry or IoT in construction has benefitted the industry by reducing operational costs, enhancing productivity, and efficient project management. Construction 4.0 encompasses 3D printing, drones, sensors, virtual reality, and robots for repetitive and hazardous process and to avoid human errors.

Digitalisation in buildings picked up pace in H2, 2020 with the assistance of resilient business models. Some key digital solutions launched and accelerated by leading companies during the pandemic were digital workplace re-entry measures, healthy building solution with remote services, Artificial Intelligence (AI) driven building solutions prioritising value-based outcome, and proposed as outcome linked/as-a-service models.