🎙️Industrial and warehousing demand in India moderated in Q3 2025, with Delhi NCR, Chennai, and Mumbai leading the market. While 3PL firms dominated leasing, e-commerce firms saw significant growth, particularly in Bengaluru and Hyderabad. Despite robust demand, vacancy levels increased in some cities like Chennai and Pune due to supply additions.
Credits: Colliers (I)
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🎙️India’s e-commerce market is booming, projected to reach Rs. 29,88,735 crore (US$ 345 billion) by 2030 with a 15% annual growth rate. The market is driven by increasing internet usage, especially in rural areas, and changing shopping habits. Government initiatives, foreign investments, and technological advancements like 5G and AI are further fueling this growth.
🎙️India’s e-retail market is projected to reach US$ 160 billion by 2028, driven by pandemic recovery and expansion potential. The market is expected to grow significantly, with over 300-350 million shoppers joining by 2028, boosting online GMV to US$ 100-120 billion by 2025. Factors like improved internet access, affordable shopping, and the rise of digital communities are driving this growth.
🎙️E-commerce in India is rapidly expanding, particularly in Tier-2 and Tier-3 cities, driven by factors like improved logistics, localized content, and mobile commerce. The government is actively supporting this growth through initiatives like BharatNet, the Open Network for Digital Commerce (ONDC), and the Government e-Marketplace (GeM). These efforts aim to enhance connectivity, streamline regulations, and create a level playing field for all e-commerce players.
Credits: IBEF, Other Sources & Resources
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CHAPTERS
(00:00) Unpacking India's Booming E-Commerce Market Landscape
(04:16) Key Drivers and Foreign Investments Fueling E-Commerce
(08:24) How Technology and UPI Drive E-Commerce Growth
(11:17) Essential Factors Fueling India's E-Commerce Expansion
(13:30) Internet Penetration and Expanding Online Shopper Base
(16:15) Logistics, Mobile, and Payments: E-Commerce Engines
(19:44) Government Initiatives and ONDC's Impact on E-Commerce
(23:05) Final Thoughts and Podcast Community Engagement
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🎙️ The Spotlight Edition of the Coffee Affairs Podcast explores launches and opportunities in the Real Estate sector, featuring insights from Rohit Sinha. The podcast is available on Spotify and Apple Podcasts.
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EPISODES
Upcoming
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🎙️The 9th Global Infrastructure Initiative (GII) Summit in Dubai focused on accelerating progress towards future-ready infrastructure. The summit emphasized the need for collaboration and innovation across four pillars: energy transition, infratech and project delivery, talent and workforce, and net-zero infrastructure investing. Key themes included the importance of decarbonizing construction, achieving net-zero emissions, and ensuring the commercial viability of green infrastructure projects.
🎙️The summit focused on accelerating innovation in the infrastructure industry, emphasizing the need for construction firms and owner organizations to adopt new technologies. Key themes included clarifying the definition and purpose of digital twins, advancing technology adoption, prioritizing data validation, and developing systems to support AI use. Additionally, the industry needs a nuanced understanding of modularization’s benefits and must address challenges in talent, workforce, and supply chains amidst economic and geopolitical uncertainties.
🎙️Infrastructure leaders are prioritizing talent acquisition and retention, focusing on diversity and leveraging digital tools to enhance productivity. The evolving role of CEOs now includes managing carbon neutrality, technology investments, and stakeholder engagement. The energy transition presents significant investment opportunities, but navigating complexities like risk, collaboration, and regulatory frameworks is crucial for success.
Credits: McKinsey and Company | 9th GII Summit and other resources
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CHAPTERS
(00:00) Exploring Future-Ready Infrastructure: GII Summit Insights
(03:32) Key Strategies for Accelerating Global Infrastructure Development
(06:52) Decarbonizing Construction and Achieving Net-Zero Emissions
(12:03) Leveraging Digital Twins and AI for Infrastructure Innovation
(19:03) Addressing Labor Gaps and Fostering Diversity in Infrastructure
(24:45) Navigating Opportunities and Risks in Energy Transition Investments
(30:50) Stay Connected: Learn More and Protect Our Planet
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🎙️Navigate the published episodes from the trailer description.
🎙️By the end of 2029, an additional 39.3 million square feet of new retail space is projected, which will increase the total retail stock to over 128.5 million square feet. Of the total new supply expected by 2029, 28.7 million square feet is under construction, while the remaining 10.6 million square feet is in various stages of active planning.
🎙️In 2028, a substantial amount of new retail space is expected, as per current delivery timelines. With 12.3 million square feet expected across 18 developments, this significant supply influx will include several large-sized assets, each spanning at least a million square feet.
🎙️Overall, Delhi NCR is anticipated to dominate the upcoming retail supply with a 40% share. Nearly 16 million square feet is expected to emerge in Delhi NCR by 2029, including two prominent retail developments of over 2 million square feet each.
🎙️Hyderabad is the second market expected to experience significant growth. Witness a significant influx of 8.5 million square feet of retail space by 2029.
Credits: JLL Report and Other sources
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🎙️The second quarter was a fantastic time for the Indian office market, with leasing activity still strong and hitting the fifth consecutive quarter of over 20 MSF of gross lease volumes. Even though the US tariff policy caused some economic uncertainty, it didn’t really affect the office market in the quarter, which shows how strong the market is and how much occupiers are still feeling good about things.
🎙️With all the great activity in the first half of the year, the office market is definitely on track to have another record year, even better than last year. The faster closures of big deals by global multinationals and domestic occupiers really boosted quarterly lease volumes. Global capability centres (GCCs) are still a big deal, and this trend is likely to keep picking up speed in the next few quarters, especially with the active deal pipeline. Fresh demand is still a big part of leasing volumes in the top cities, and Pune really stood out this quarter, with fresh demand more than doubling on an annual basis.
Credits: Report of Cushman & Wakefield, External Sources, Other Research Works
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NAVIGATE THE EPISODES FROM THE TRAILER’S DESCRIPTION
🎙️Hey, guess what? GCCs in India are on the rise, and it’s looking like they’re going to grow by a whopping 1.5 times by 2030! This means tons of exciting real estate opportunities are just around the corner.
🎙️India is currently home to over half of the world’s GCCs, so it’s a big player in the GCC scene. What’s driving this growth? Well, we’ve got a super skilled workforce, some awesome cost advantages, and policies that are really pushing things forward. These policies are giving GCCs in India a boost, making it a fantastic place for them to expand.
Credit: Colliers Report, Research Works, Other Sources
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CHAPTERS
(00:00) Understanding Global; Capability Centers and India’s Growth Trajectory
(04:20) Post-Pandemic Shifts in GCC Demand and Office Market Elevation
(07:47) How GCCs Drive Innovation and India’s Competitive Edge
(11:50) Unpacking India’s Success: Talent, Cost and Business Environment
(16:39) Government Policies Fueling GCC Growth and Future Real Estate
(20:45) Episode Summary, Community Engagement and Environment Message
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♻️To support the cause, you can extend your support to Coffee Affairs Podcast by donating any amount you can afford.
👉UPI HANDLE: COFFEEAFFAIRS@UPI
♻️Remember, this is a voluntary act, not a mandatory one. Our genuine and noble purpose is to raise awareness about sustainability initiatives and measures.
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🎙️So, here’s the deal: even though we’ve had some policies and actions in place to help biodiversity, things haven’t been going as well as we hoped, and biodiversity is still taking a hit.
🎙️That’s why the parties to the UN Convention on Biological Diversity decided to create the Kunming-Montreal Global Biodiversity Framework. It’s like a global plan to protect nature!
🎙️To really make a difference and reach the UN Sustainable Development Goals and our dream of living in harmony with nature by 2050, we need to put the GBF into action with a lot of enthusiasm.
🎙️Governments need to stop biodiversity loss and turn it around to create a nature-positive world by 2030. This means investing at least USD 200 billion each year.
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NAVIGATE THE EPISODES FROM THE TRAILER’S DESCRIPTION
🎙️Off-plan market is leading the way!
• Sales volumes were really boosted by the off-plan market, thanks to some fantastic off-plan launches in both Dubai and Abu Dhabi. Plus, secondary market sales have been showing a noticeable increase.
Prices are still climbing!
• Prices are keeping their positive momentum, especially for villas. We’re expecting the balance between supply and demand to help moderate price growth in certain areas, starting with older inventory in secondary locations.
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🎙️In the first half of 2025, we saw 14 Global Securities Bonds (GSBs) worth $459.63 million being traded. That’s a bit lower than the $865.90 million we had in the second half of 2024 across 21 GCBs sold. But, it’s still up by 1.5% year-over-year from the $452.90 million we had in the first half of 2024 across 13 GCBs.
🎙️Even though interest rates are lower, things have been a bit choppy with all the geopolitical stuff and trade tensions. This might have made some buyers think twice before jumping in.
🎙️On the bright side, things might pick up in the GCB market in the second half of 2025. With lower rates and GCB owners feeling the pinch from the current economic ups and downs, they’re putting their properties up for sale.
Credit & Sources: Research, Report referenced from CBRE, Mondore Intelligence etc.
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🎙️The UK economy showed some signs of growth in the second quarter, with GDP expanding by 0.3% compared to the previous quarter. This is better than what was expected, but it’s important to note that this growth is likely to be short-lived.
🎙️One reason for this is that much of the growth in business investment during the first quarter was due to companies buying aircraft before new tariffs took effect. This spending has since slowed down, and government spending and statistical adjustments have made up most of the increase in GDP in the second quarter.
🎙️Consumer spending has also been relatively subdued, with only a small increase of 0.1% compared to the previous quarter. This is because inflation, new tax measures, and weak consumer confidence are all weighing on households.
Credits & Sources: Colliers Report
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* GST has been simplified to two levels: 5% and 18%.
* GST reforms have reduced taxes on essential household items like soaps, toothpaste, and Indian breads to 5% or 0%, making them more affordable.
* Life-saving drugs and medicines have been reduced from 12% to 0% or 5%, making healthcare more accessible.
* Two-wheelers, small cars, TVs, ACs, and cement have been reduced from 28% to 18%, providing relief to the middle class.
* Farm machinery and irrigation equipment have been reduced from 12% to 5%, reducing farming costs.
* Tobacco, pan masala, aerated drinks, and luxury goods are now taxed at 40%.
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🎙️Retailers have had to deal with customers being unsure and not sure what to do, which has made things mixed. And it seems like the luxury market has reached its peak. Things have slowed down since 2024, and it might get worse if luxury tourism spending goes down in 2025. We’ll also look at how retailers are adapting to these changes, including how they’re dealing with U.S. tariffs and trade policies.
🎙️In July 2025, EU consumer confidence took a nosedive, hitting -14.5. That’s a whopping 2 percentage points lower than the same period in 2024. It’s clear that market sentiment is taking a hit because of those pesky U.S. tariffs, even though there’s an outline agreement in place with both the UK and the EU.
🎙️Here’s the thing: higher tariffs on European exports are expected to slow down demand for European goods. And guess what? That could lead to fewer jobs or slower income growth. Talk about a bummer!
Credits: Colliers report
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🎙️India’s real estate capital journey is taking a new turn in 2025. It’s not a time of trouble, but a time of major changes. After a strong recovery in 2024, where private equity investments in Indian real estate went up to $4.9 billion, the first half of 2025 saw volumes drop to $1.7 billion.
🎙️On the surface, this might seem like a sign of caution. But in reality, it shows a deeper shift in how investors around the world and in India see real estate. Global economic conditions, like high interest rates in developed countries and a weaker Indian rupee, have made investors think twice before investing.
🎙️The days of investing purely based on high returns are over. Investors are now looking for more stable investments, like structured equity and long-term investments in warehouses, residential properties, and high-quality office buildings. At the same time, investors from Asia, especially from Singapore and Japan, and more domestic investors, are stepping up where Western investors have stepped back.
Credits: Knight Frank (I)
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LISTEN TO THE SPOTLIGHT EDITION Spotify | Apple
🎙️The logistics industry is changing super fast, and it’s all because of lots of different trends. To stay ahead, you need to be clear, focused, and make smart decisions.
🎙️This solution oriented content tells you the top 10 trends that are going to change how we trade and ship stuff around the world. All this info comes from expert interviews, deep data analysis, and insights from 500+ industry leaders. So, you’ll be ready for anything that comes your way!
Credit: Report from Maersk
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LISTEN TO SPOTLIGHT EDITION Spotify | Apple
🎙️Electric car sales went crazy in 2024, with over 17 million sold worldwide! That’s more than 20% of all car sales. Just the extra 3.5 million electric cars sold in 2024 compared to last year is more than the total number of electric cars sold in 2020.
🎙️China still has the biggest market, with electric cars making up almost half of all car sales in 2024. Last year, China sold over 11 million electric cars, which is more than the global sales just 2 years ago.
🎙️Because electric car sales are still growing so fast, 1 in 10 cars on Chinese roads is now electric. In Europe, sales slowed down a bit in 2024 because some subsidy schemes and other helpful policies didn’t work as well as they used to.
Credit: International Energy Agency
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LISTEN TO SPOTLIGHT EDITION Spotify | Apple
🎙️India has unexpectedly become a key target in Washington's latest push to pressure Russia over the Ukraine war.
🎙️On Wednesday, Donald Trump doubled US tariffs on India to 50%, up from 25%, penalising Delhi for purchasing Russian oil - a move India called "unfair" and "unjustified". The tariffs aim to cut Russia's oil revenues and force Putin into a ceasefire. The new rate will come into effect in 21 days, so on 27 August.
🎙️This makes India the most heavily taxed US trading partner in Asia and places it alongside Brazil, another nation facing steep US tariffs amid tense relations.
Credit: BBC
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LISTEN TO SPOTLIGHT EDITION Spotify | Apple
🎙️President Trump just signed a new executive order that raises tariffs on a bunch of trading partners. This is his latest attempt to make the global trade system work better for American businesses. The new tariffs will start in seven days for 69 trading partners. The rates will go up from 10% to 41%.
🎙️European Commission President Ursula von der Leyen and US President Donald J. Trump reached an agreement on tariffs and trade. This partnership is super important for global trade and is the biggest bilateral trade and investment relationship in the world.
Credit: NDTV, European Union Press Release
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Here’s the new list of tariffs:
Reciprocal Tariff, Adjusted
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LISTEN TO SPOTLIGHT EDITION Spotify | Apple
🎙️India’s warehousing sector is going through a major transformation. It’s moving from old industrial spaces to more sustainable logistics infrastructure. This isn’t just about changing the buildings, it’s about how we think about the future of logistics in one of the world’s fastest-growing economies.
🎙️This report comes at a key time when global supply chains are changing, rules are evolving, and companies are making sustainability commitments. India is projected to double its warehousing stock by 2030, so the decisions we make today about how this infrastructure is built will affect us for years to come.
Credit: JLL (I)
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LISTEN TO SPOTLIGHT EDITION Spotify | Apple
🎙️The deal will mean that US importers will pay 15% “reciprocal” tariffs on Japanese goods that are shipped to the US. But here’s the important part for Japan: the 15% rate will also apply to cars and car parts. This puts Japan ahead of other major vehicle exporters that have been hit with a 25% levy on automotive sector exports since April.
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