Panel: Logistics Investment in Asia's Emerging Markets 2025

Asia’s emerging logistics markets continue to draw strong investor interest, supported by resilient occupier demand and long-term growth potential. In India, logistics leasing reached 9 million square feet in the first quarter of 2025, a 15 percent year-on-year increase, according to Colliers. Investors are responding to this growing demand by ramping up their industrial strategies, with Logicap, backed by Rava Partners, last month expanding its joint venture with Mitsubishi Estate to a portfolio of over 5 million square feet of Grade A warehouse projects across key Indian locations.

In Southeast Asia, rising tariffs and ongoing trade tensions are accelerating supply chain diversification and fueling demand for modern logistics infrastructure. With seven major projects in Malaysia, Singapore-based Equalbase is capitalising on cross-border initiatives tied to the Johor-Singapore special economic zone as well as serving a growing cohort of international investors pursuing Malaysian strategies, through initiatives like its RM 8 billion ($1.7 billion) partnership announced late last year to develop a five million square foot logistics hub in Johor Bahru together with Malaysian local conglomerate Sunway Group.

: Priyank Shah, Head of Fund Management, Logicap

: Paul Lee, Chief Executive Officer and Managing Partner, Northmod

: Ajay Sharma, Managing Director, Valuation Services, Colliers India

To explore investment strategies in these rapidly evolving markets, MTD TV has organised a panel featuring speakers from Logicap-Rava Partners, Northmod, the fund management arm of Equalbase, and Colliers India. Join us for a one-hour discussion, sponsored by Yardi, on how leading players are unlocking value and managing risk across India and other emerging logistics hubs in Southeast Asia.

Date: Tuesday 24 June 2025

Time: 10:00 AM – 11:00 AM HKT

Speakers

Priyank Shah, Head of Fund Management, Logicap-Rava Partners
Paul Lee, Chief Executive Officer and Managing Partner, Northmod
Ajay Sharma, Managing Director, Valuation Services, Colliers India

Live Q&A with Panelists

Immediately following the interview, Mingtiandi’s team will moderate a live Q&A session in which attendees can quiz the speakers on their market outlooks and get direct insights from some of the region’s top names.