While the emerging market growth engine cools and developed economies show signs of revival, the combined impact of technical innovation and shifts in energy markets is reshaping prospects for various industrial sectors. How are these and other macroeconomic factors impacting investor strategies? Where will private equity and SWF be putting money to work in the medium term?
“There has to be a balance and not just a pivot from West to East. Russia is an interesting place bridging East and West and which can attract both European and Asian investment funds.”
“So-called “risk-free” may not be risk-free at all and that is why infrastructure and illiquid assets may become more interesting to asset owners.”
“Partnerships with international investors are obviously the key to unlocking Russia’s potential. This means working more with the rest of the world”.
“In the next 10-20 years, infrastructure projects will offer the most lucrative and attractive investment opportunities. We’re going to see a golden age of infrastructure development”.
“What happens here in Russia is going to be very important for growth in China and Europe. Russia can act as an integrated link between Europe and Asia”.
In cooperation with RUSAL
In cooperation with Russian Railways