The pressing need for greater digital infrastructure capacity in emerging markets presents compelling opportunities, according to Mauricio Giusti and Adrian Mucalov of Actis.
Betting on Vietnam’s need for logistics and transport to accommodate its economic growth, the two partners will jointly invest between $250m and $300m in four to five assets.
Partnering with the right management teams is important to ensure companies capture the full potential of a growth market, says 3i’s Oscar Tylegård.
After establishing itself as a presence in the infra space in Africa and the Middle East, AP Moller Capital is set to focus on the emerging markets of Asia.