Outlook

Actis’ acquisition of Stride Climate Investments signals a significant shift in India’s renewable energy landscape, setting the stage for accelerated growth and consolidation. This move isn’t just about adding 371 MW to Actis’ portfolio; it’s a strat

The past year has presented a complex landscape for global logistics, marked by supply chain disruptions, inflationary pressures, and fluctuating fuel prices. The Middle East and the Suez Canal were the hotspots for major geopolitical plays that had

This acquisition by Actis is more than just a deal; it’s a bold statement that could ripple through India’s renewable energy sector and beyond. Let’s break down the implications.

Firstly, this move signals Actis’ confidence in the Indian solar marke

The government’s decision to terminate CPPA-G contracts has sent shockwaves through the power generation sector, with investor confidence plummeting as dramatically as some stock prices. The market’s reaction, a resounding thumbs down, has left sever

DeepSeek’s release of their open-source, cost-effective large language model (LLM) sends ripples through the tech sector, signaling a shift that could democratize AI and reshape investment strategies. This isn’t just about a new model; it’s about a t

The Malaysia Power EPC Market is on the cusp of significant transformation, driven by a confluence of factors that are set to reshape the energy landscape of the country. The increasing demand for energy, fueled by rapid industrialization and urbaniz

This news signifies a tectonic shift in the Philippine energy landscape, with San Miguel Corporation (SMC) now at the helm, steered by the dynamic leadership of Ramon S. Ang. The company’s ascension to the top spot, with a generation capacity of 6,07

Emirates Global Aluminum’s (EGA) plan to invest in the first new aluminum smelter in the U.S. in 35 years is a bold move that could reshape the dynamics of the global aluminum market. This initiative, part of a broader $1.4 trillion investment framew

In a candid interview on 5 February 2025, Gabriele Todesca, head of infrastructure at the European Investment Fund (EIF), shed light on the organization’s strategic approach to infrastructure investments, revealing a nuanced understanding of the mark

This partnership signals a monumental shift in the energy investment landscape, marrying the financial prowess of a major sovereign wealth fund with the strategic acumen of an established private equity player. The $25 billion commitment, focusing pr