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...
“So, it becomes apparent, for the sake of humanity, that we must seriously re-consider nuclear power”, Oliver Stone, Nuclear Now 2022. Introduction In a time when the world urgently seeks to transition to a net-zero emissions future, nuclear energy emerges as a...
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