APAC Capital Allocation – Where Does the Next $100bn Go?
Where will the next wave of capital into APAC digital infrastructure be deployed and which markets, assets and investment strategies are best positioned to attract it?
Three rapid, investor-led keynotes will examine APAC digital infrastructure from different capital-allocation perspectives, assessing where investors see the strongest risk-adjusted opportunities as AI demand, power constraints, valuations and financing conditions reshape the market.
Presentations will examine:
-
Allocation across established hubs and emerging growth markets
-
Data centres versus fibre, connectivity, power and adjacent infrastructure
-
Development versus operational assets and where investors are prepared to take risk
-
How power availability, customer quality and AI demand are changing relative market attractiveness
-
Where equity, infrastructure funds, sovereign capital and private credit are likely to deploy next