Asia’s infrastructure growth story is far from over—in fact, it may just be entering its most transformative chapter yet.
In this timely conversation, Susanta Mazumdar, Portfolio Manager of the Tribeca Asia Infrastructure Fund, unpacks how capital is shifting toward next-generation infrastructure in the region. From China’s pivot to technology-driven investments to a resurgence in household-driven consumption, Mazumdar outlines where long-term opportunities are emerging—and how investors can position ahead of the curve.
Topics covered include:
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China’s move away from traditional infrastructure toward tech-enabled projects
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The surge in intra-Asia travel, fueling demand for airport upgrades and expansions
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Gas utilities benefiting from rising urbanization and household formation
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The potential impact of $3 trillion in unspent household deposits in China on future consumption patterns
With infrastructure needs evolving in both scale and scope, the Tribeca Asia Infrastructure Fund is focused on capturing value across these growth corridors.
Watch the full discussion to learn how Tribeca is investing in the infrastructure backbone of Asia’s next economic phase.
Captured at the Tribeca Future Facing Commodities Conference in Singapore