Neda Vakilian coverage in Private Equity International: Is deglobalisation the new globalisation?

Neda Vakilian, Managing Director, Capital Solutions at Actis, spoke to Private Equity International for a feature interview on deglobalisation and the impact this is having on the private markets landscape. In her comments, Neda focused on how deglobalisation, driven by a desire for self-sufficiency and national security concerns, is notably driving investments into energy and digital infrastructure across emerging markets, with a shift from global integration to regional resilience and growth markets likely to end up as key beneficiaries in her view. Click here to read the full article and read on below for some of Neda’s commentary.

Neda Vakilian, Managing Director, Capital Solutions at Actis, commented:

“We believe there is a pronounced need for domestic renewable energy as growth market countries prioritise self-sufficiency. We are also seeing lots of opportunities to invest in data centres designed to meet domestic cloud demand and other baseline critical infrastructure needs, which also align with domestic digital sovereignty agendas, which are pushing compute and data onshore, reinforcing the case for local data centre capacity.

“Part of the thesis for this investment [Rezolv Energy, Actis’ renewable energy platform in Southeast Europe] was the need for Central and Eastern Europe to accelerate its renewable capacity and energy security following the outbreak of war in Ukraine. We see this as a clear example of deglobalisation fuelling energy transition opportunities. We expect to see more of the same in an increasingly deglobalised world.

“A lot of these countries are now building regulatory frameworks to protect themselves in a way that they have never felt the need to before. This points to South-South linkages deepening, reducing reliance on Western Europe and North America.

“This is leading to a proliferation of domestic renewables in order to shield economies from volatility, together with a recognition that data can no longer sit offshore. We believe these shifts are structural and unlikely to reverse. In turn, this means more and more capital is likely to come into these regions, seeking out the higher returns that we believe are on offer.”

Disclaimer

The statements contained herein by Neda Vakilian are as of 14 October 2025 and represent the views of Actis which is not research and should not be treated as research. Historic market trends are not reliable indicators of actual future market behaviour or future performance of any particular investment which may differ materially and should not be relied upon as such. The case studies and timelines referenced herein are presented for informational purposes only and were selected to demonstrate the type of investments that Actis will seek to make. A prospective investor should not rely on the included transaction characteristics when making a decision on whether to invest. There can be no guarantee that transactions with similar characteristics will be available to Actis.