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THE STREET VIEW Sustaining Asia’s New Economy

Welcome to The Street View. This is where we share with you the how and why of the investment opportunities we are prosecuting. Our long experience as builders and operators means we go beyond the macro headlines so beloved by Wall Street commentary. Our views are from a different, globally diverse ‘street’, as we seek to explore the myriad of opportunities in hard asset investing provided by energy transition and security, the fast digitalising world and industrial change.

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Sustaining The New Economy

March 2, 2023

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

Our focus in this issue is on Asia - the largest continent in geography, population and contribution to world growth. It is also the home to a wide range of opportunities for Actis. Whether it be building and developing Lifescience facilities in India, wind and solar in Vietnam, green buildings in Korea or applying new technologies to deliver decarbonisation outcomes across the region.

The Big Opportunity in Numbers

March 2, 2023

How Economies Grow

March 2, 2023

Simon Ogus , Founder & CEO, DSG Asia

The Asian economies surveyed here are, arguably, particularly well-positioned. Savings rates have been consistently elevated over the decades accommodating a higher rate of investment than generally recorded in other parts of the globe.

Funding Climate

March 2, 2023

Mikael Karlsson, Partner, Chief Investment Officer, Actis, Luxembourg

Shami Nissan, Partner, Sustainability, Actis, London

The past few years have demonstrated that climate change is already upon us, as temperatures continue to break records.

Sustaining Technology

March 2, 2023

Marina Johnson, Principal, Sustainability, Actis, London

Liam Smith, Director, Energy Infrastructure, Actis, London

Asia is at the forefront of the climate change challenge. The region represents the majority of global population and economic growth to 2050, and is highly vulnerable to climatic impacts.

Guest View: Japan Unlocks Asian Transition

March 2, 2023

Yukari Niwa Yamashita , Managing Director, Institute of Energy Economics, Japan

Japan is seeking a leading role in Asia’s path to energy transition and in helping the region achieve more secure energy supplies.

Land of The Rising Wind

March 2, 2023

Jun Ohashi, Partner, Head of Actis Japan, Energy Infrastructure, Actis, Tokyo

Tareq Sirhan, Head of Energy for North Asia, Energy Infrastructure, Actis, Tokyo

As the world’s third largest economy and fifth largest energy market – three times larger than the UK and four times the size of Australia – Japan offers significant opportunities for experienced investors.

Transitioning Vietnam

March 2, 2023

Rahul Agrawal, Director, Energy Infrastructure, Actis, Singapore

Vinh-Thang Hoang , Energy Infrastructure, Actis, Singapore

With a fast-expanding domestic market, favourable demographics and a growing reputation as an export- led manufacturing base, Vietnam has ambitions to become one of Asia’s major economic powerhouses.

Company Voices: Levanta Renewables, vietnam

March 2, 2023

Rahul Agrawal, Director, Energy Infrastructure, Actis, Singapore

Sudhir Nunes , CEO, Levanta Renewables

Levanta Renewables is a utility-scale energy developer and independent power producer based in Da Nang, a coastal city in central Vietnam.

Developing a Sustainable Future

March 2, 2023

Brian Chinappi, Partner, Head of Real Estate, Actis, Hong Kong

Actis’ approach to real estate investment centres on developing and repositioning assets that enable the new economy. For Actis, the “new economy” refers to segments of the economy where growth is driven by several global themes.

Company Voices: An Phat Holdings, South East Asia

March 2, 2023

Brian Chinappi, Partner, Head of Real Estate, Actis, Hong Kong

Duong Pham , Chairman, An Phat Holdings

Established in 2002 as a manufacturer of thin film, An Phat Holdings is now one of the leading high-tech and environmentally-friendly plastic manufacturing groups in Southeast Asia

Reinventing Real Estate In India

March 2, 2023

Ashish Singh, Partner, Head of India and SE Asia, Real Estate, Actis, Mumbai

The Indian real estate sector has undergone a major transformation towards institutionalisation over the last decade. As a result, transaction activity has multiplied, adding exit depth for investors and reducing exit risk.

Long Horizon Investing

March 2, 2023

Adrian Mucalov, Partner, Head of Long Life Infrastructure, Actis, Singapore

By 2030, two-thirds of the world’s middle class will reside in Asia. This vast group demands clean power and water, efficient cooling, fast and green transport, and world class internet connectivity. The future is now: Asia is already leading the world in these fields.

Company Voices: Walter, India

March 2, 2023

Adrian Mucalov, Partner, Head of Long Life Infrastructure, Actis, Singapore

Gaurav Chaturvedi , Head of Corporate Finance and Strategy, Walter

Walter is a new platform born out of an acquisition of six operating toll road projects based in strategic locations across India, including in the prominent North-South highway corridor.

Actis in Action: Sprng Energy, India

March 2, 2023 Sprng Energy is a renewable energy platform in India, focused on solar and wind projects supplying power to electricity distribution companies across the country.
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