“Listed infrastructure in Asia-Pacific is hard to overlook as a defensive way to ride on key structural themes, such as energy transition, aspiring middle class, mobility, digitalisation and ageing.” Infrastructure assets are recognised for their ability to generate...
In a commentary written by Susanta Mazumdar, Portfolio Manager of Tribeca Asia Infrastructure Strategy, he discusses the outlook of the data centre (DC) industry, which is going through a cyclical breather that does not detract from its long-term growth trajectory. He...
In this edition of Asia Infrastructure Commentary, we delve into the subject of Energy Security. We focus on the structural challenges and opportunities in the energy sector and investment outlook for the related infrastructure assets. We believe renewable...
In this edition of Asia Infrastructure Commentary, we delve into the subject of Energy Transition and discuss the various aspects of Energy Transition. We expect some pragmatic re-calibration of “Energy Transition policy” in view of its potential impact on inflation...
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