Daniel Kemp

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.

From the energy transition to the attractiveness of infrastructure debt to technological advances, our Seoul and Tokyo events had plenty of topics to explore both on- and off-stage. Below is a snapshot of what we heard.

GPIF head of infra Kikuko Emae said ‘larger funds with stable track records' would be the main area of focus for LP commitments.

The proposed merger of IFM Investors and ISPT is the latest in a string of examples of GPs seeking to combine infra and real estate strategies.

The Australian superfund-owned managers would combine infra and property expertise, but stakeholders say they have distinct governance arrangements that will be hard to reconcile.

The UK development finance institution will deploy £500m in debt and equity towards climate finance in SE Asia by the end of 2026.

The firm has launched Nozomi Energy with capital from Actis Energy 5, with energy transition in the APAC region a focus.

Clean Energy Finance Corporation has committed A$80m to SAF II, with PEP set to help portfolio companies make decarbonisation plans.

An ‘end to privatisation’ message helped elect New South Wales’ new Labor government – not for the first time in Australian state politics.

With the politics around the energy transition fraught for decades in Australia, new national emissions reduction targets have reset the mood music, allowing investors to turn their sights to the task ahead.