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Macquarie Capital’s John Walker called renewables Asia’s ‘investment opportunity of the century’. He’s right.
The firm cited a broader investor pool and simplified tax reporting as drivers behind its decision to convert from a partnership.
GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.
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.
Raymond Fung, chief executive of CGN Private Equity, tells us on how the world’s largest renewables market is moving towards a more distributed model in the next few years.

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