Pathways

Asia infrastructure comes of age

March 21, 2023 Macquarie Asset Management Season 3 Episode 5
Pathways
Asia infrastructure comes of age
Show Notes Chapter Markers

Verena Lim, Macquarie Asia CEO and Head of Asia infrastructure joins Daniel McCormack to review the growth of infrastructure investment across Asia.

Discussion touches on common institutional investor questions and lessons learned by large infrastructure investors in Asia through recent decades, including in China and Korea. A view into country-specific risks includes discussion of governance issues by market and the need for local experience and language expertise on the ground. Also a look at demand within high-potential infrastructure markets like Indonesia, India, and the Philippines.
  
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Megatrends / Structural growth drivers
China and capital deployment
Impact of end-user business models
India's transportation infrastructure
Philippines and Indonesia potential
Macquarie experience in Korea & north Asia
Views on sector performances
Risks including governance
Local expertise and country strategy
Common investor questions