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THE STREET VIEW Building for the Digital Age

Welcome to the latest edition of Street View - where Actis pools knowledge and investment perspectives from our worldwide network of colleagues, investee companies and external experts. In this edition, we focus on how technology is driving and transforming the opportunity across our hard assets franchise. In the digital infrastructure space, continuing demand for ‘techno logistics’ - data storage, management and associated services and logistics all need reliable power supply and specialised facilities.

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Building For The Digital Age

October 20, 2020

Ewen Cameron Watt, Editor-in-Chief, Macro Forum, Actis, London

Actis pools knowledge and investment perspectives from our worldwide network of colleagues, investee companies and external experts.

Guest View: Digitalisation and Emerging Markets

October 20, 2020

John Thompson, Global Communications Director, Investor Solutions Group, Actis, London

Claire Curry, Head of Digital Industry, BloombergNEF

John Thompson speaks to Claire Curry Head of Digital Industry at BloombergNEF. The impact of digital technologies is being felt by all of us.

Data Centres & AI, China: HAL 9000: “Good Morning, Dave”

October 20, 2020

Rodger Du, Principal, Real Estate, Actis, Shanghai

Hugo Lee, Real Estate, Actis, Hong Kong

HAL 9000 is a fictional artificial intelligence character and the main antagonist in Arthur C.Clarke’s Space Odyssey series.

Power to the data centre!

October 20, 2020

Alberto Estefan, Partner, Energy Infrastructure, Actis, Mexico City

The Digital Revolution is characterised by the manipulation of data. At the heart of this exchange of data is the data centre.

Africa’s digital revolution needs data centres

October 20, 2020

Kabir Chal, Director, Real Estate, Actis, Unassigned

Funke Okubadejo, Director, Real Estate, Actis, Lagos

The world’s most popular apps and websites have seen significant growth over the last four years and will continue to grow rapidly.

Corporate view: Rack Centre – growing West Africa’s digital infrastructure

October 20, 2020

Ayotunde Coker, Managing Director, Rack Centre, Nigeria

Rack Centre is a carrier neutral data centre in Nigeria offering colocation, content distribution, interconnect and cloud services.

China’s new logistics

October 20, 2020

William Lu, Director, Real Estate, Actis, Shanghai

Demand from manufacturers seeking space to store their products and components was the earliest driver of China’s logistics property market.