Eduard Fernandez
Risks are increasing as the late stage of the credit cycle hits and fund managers broaden their horizons. Here are the five main challenges.
Japanese and Korean investors are looking to new strategies for higher returns, but the two countries have very different attitudes to risk.
The trading house and Mizuho Bank have already committed capital to the new vehicle, which has a target of ¥50bn and will invest in transport and energy infra assets overseas.
Moody´s warns about the lack of transparency and the possible impact of a debt burden on member countries.
While the new FiT tariff at NT$5.516 per MW is still 5.7% lower than last year's, it represents a much more modest reduction than the 12.7% cut the government had in mind.
The government is in the process of identifying candidate sites with the first auctions expected in ‘early summer’.
The country’s highways authority will have to choose between accepting a bid that’s lower than its base price of $766m or restructure and re-tender the bundle of eight toll roads.
The Taiwanese government is expected to announce a final decision on 2019 FiT by the end of next week.
Investors are unhappy about the short time given to prepare the bids, which are due 14 February.
The asset manager expects demand for data centres in China to be strong thanks to 5G and IoT technologies.