CGN Private Equity is getting 20%-plus returns from operating renewable assets, but CEO Raymond Fung warns there’s only a five-to-seven-year window before these assets get commoditised and Chinese capital catches on to the opportunity.
While infra investors shouldn’t expect a repeat of the $5bn Equis Energy deal any time soon, they can look forward to a wealth of renewables opportunities. Each market poses its own challenges, though.
Infrastructure is not the only asset class bearing the brunt of Australia’s latest tightening of foreign investment rules. We ask Matthieu Favas, editor of sister publication Agri Investor, to explain how farmland is being affected.