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The International Finance Corporation has increased its exposure to data centres but remains committed to the rollout of fibre and towers across Asia-Pacific.
The Asian Development Bank’s ambitious effort to link the region’s power systems is gaining traction among investors, but success will depend on overcoming geopolitical frictions.
The insurer is focusing more on growth markets in Asia and co-investments, says funds platform lead Kate Roscoe, who would like to set up an emerging manager programme.
Infrastructure that enables electrification will be the linchpin of the energy transition, says NTR chief investment officer Anthony Doherty.
The manager behind PIDG’s Emerging Africa and Asia Infrastructure Fund also wants to see its Emerging Markets Transition Debt strategy scaled to $5bn.
Mid-market investors will find that the green premium only manifests for those that master the fundamentals of the energy transition.
A greater range of deal opportunities coupled with multiple routes to exit are the main themes driving LPs to the mid-market, believes Morgan Stanley Infrastructure Partners’ Alberto Donzelli.
The region’s mid-market offers a particularly attractive mix of entry points and value creation potential for investors with genuine on-the-ground presence and repeatable execution capabilities, says CVC DIF’s Gijs Voskuyl.
The mid-market is often defined by ticket size, but Actis’s head of infrastructure for CEE believes it should be defined by something more fundamental: constraints.
The lower mid-market offers compelling advantages at every stage of the investment lifecycle, says Ridgewood Infrastructure’s Ross Posner.