Detailed shopping centre database covering demographics & competition
We teamed up with UBS Evidence Lab (> Access Dataset) to assess the market quality surrounding each of the >500 malls in Australia. This analysis takes into account demographics and competition to better understand portfolio quality of major shopping centre owners. The short-term outlook post COVID-19 for malls remains challenging, however this portfolio analysis provides a deeper understanding for the ecommerce-led structural shifts sweeping through the sector.
The full text of this article is available to MacroBusiness subscribers
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
