In this episode, Daniel Kemp, APAC editor, private markets, for PEI Group and APAC real assets reporter Tom Taylor reflect on our recent Infrastructure Investor Network Australia Forum, in Melbourne, and other Asia-Pacific events held this year.
The discussion covers a wide range of topics, including how geopolitics is shaping investment decisions across the region; AI and digital infrastructure’s thematic dominance, with massive demand for data centres driving investment not only in developing markets but also in Southeast Asia; the headwinds Australia is facing, with foreign investor frustration over new tax rules, and renewables stagnation; the maturation of Japan’s investor base, with LPs starting to make more direct fund commitments; the importance of relationship-driven capital, and much more.
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