• Home
  • Politics
  • Health
  • World
  • Business
  • Finance
  • Tech
  • More
    • Sports
    • Entertainment
    • Lifestyle
What's Hot

EXCLUSIVE: ‘The Man She Is Today’: European Companies Accused Of ‘Importing’ Woke Ideology

May 29, 2025

‘The Economy Is On Fire!’: Kevin O’Leary Drops Fact Check On CNN Panelists Railing Against Trump’s Economy

May 29, 2025

DeSantis Signs Bill Making Gold And Silver Legal Tender

May 28, 2025
Facebook Twitter Instagram
  • Contact
  • Privacy Policy
  • Terms & Conditions
Friday, May 30
Patriot Now NewsPatriot Now News
  • Home
  • Politics

    Security video shows brazen sexual assault of California woman by homeless man

    October 24, 2023

    Woman makes disturbing discovery after her boyfriend chases away home intruder who stabbed him

    October 24, 2023

    Poll finds Americans overwhelmingly support Israel’s war on Hamas, but younger Americans defend Hamas

    October 24, 2023

    Off-duty pilot charged with 83 counts of attempted murder after allegedly trying to shut off engines midflight on Alaska Airlines

    October 23, 2023

    Leaked audio of Shelia Jackson Lee abusively cursing staffer

    October 22, 2023
  • Health

    Disparities In Cataract Care Are A Sorry Sight

    October 16, 2023

    Vaccine Stocks—Including Pfizer, Moderna, BioNTech And Novavax—Slide Amid Plummeting Demand

    October 16, 2023

    Long-term steroid use should be a last resort

    October 16, 2023

    Rite Aid Files For Bankruptcy With More ‘Underperforming Stores’ To Close

    October 16, 2023

    Who’s Still Dying From Complications Related To Covid-19?

    October 16, 2023
  • World

    New York Democrat Dan Goldman Accuses ‘Conservatives in the South’ of Holding Rallies with ‘Swastikas’

    October 13, 2023

    IDF Ret. Major General Describes Rushing to Save Son, Granddaughter During Hamas Invasion

    October 13, 2023

    Black Lives Matter Group Deletes Tweet Showing Support for Hamas 

    October 13, 2023

    AOC Denounces NYC Rally Cheering Hamas Terrorism: ‘Unacceptable’

    October 13, 2023

    L.A. Prosecutors Call Out Soros-Backed Gascón for Silence on Israel

    October 13, 2023
  • Business

    EXCLUSIVE: ‘The Man She Is Today’: European Companies Accused Of ‘Importing’ Woke Ideology

    May 29, 2025

    ‘The Economy Is On Fire!’: Kevin O’Leary Drops Fact Check On CNN Panelists Railing Against Trump’s Economy

    May 29, 2025

    DeSantis Signs Bill Making Gold And Silver Legal Tender

    May 28, 2025

    John Deere Announces $20 Billion Plan To Build Up American Manufacturing

    May 28, 2025

    EV Startup Promised To Cut China Ties — Then Reportedly Shared US Data Anyway

    May 27, 2025
  • Finance

    Ending China’s De Minimis Exception Brings 3 Benefits for Americans

    April 17, 2025

    The Trump Tariff Shock Should Push Indonesia to Reform Its Economy

    April 17, 2025

    Tariff Talks an Opportunity to Reinvigorate the Japan-US Alliance

    April 17, 2025

    How China’s Companies Are Responding to the US Trade War

    April 16, 2025

    The US Flip-flop Over H20 Chip Restrictions 

    April 16, 2025
  • Tech

    Cruz Confronts Zuckerberg on Pointless Warning for Child Porn Searches

    February 2, 2024

    FTX Abandons Plans to Relaunch Crypto Exchange, Commits to Full Repayment of Customers and Creditors

    February 2, 2024

    Elon Musk Proposes Tesla Reincorporates in Texas After Delaware Judge Voids Pay Package

    February 2, 2024

    Tesla’s Elon Musk Tops Disney’s Bob Iger as Most Overrated Chief Executive

    February 2, 2024

    Mark Zuckerberg’s Wealth Grew $84 Billion in 2023 as Pedophiles Target Children on Facebook, Instagram

    February 2, 2024
  • More
    • Sports
    • Entertainment
    • Lifestyle
Patriot Now NewsPatriot Now News
Home»Finance»US Private Equity Is Making Interesting Moves in the Indo-Pacific
Finance

US Private Equity Is Making Interesting Moves in the Indo-Pacific

March 25, 2025No Comments5 Mins Read
Facebook Twitter Pinterest LinkedIn Tumblr Email
US Private Equity Is Making Interesting Moves in the Indo-Pacific
Share
Facebook Twitter LinkedIn Pinterest Email

I recently wrote about the de-listing of Malaysia Airports from the Malaysian stock exchange. It was taken over by a consortium of investors led by two government-linked investment vehicles: sovereign wealth fund Khazanah Nasional and employee savings fund EPF. One of the other big partners is an investment fund called Global Infrastructure Partners (GIP).

GIP is an American investment fund that specializes in infrastructure. As of 2024, it had around $100 billion in assets under management across a range of industries including energy, digital infrastructure, logistics, and transportation. Its portfolio was mainly concentrated in Europe and America.

There have been some big developments over the last year. At the end of 2024, American private equity giant BlackRock completed a $12.5 billion acquisition of GIP. Combined with BlackRock’s existing infrastructure portfolio, the deal brings their total infrastructure assets under management to more than $150 billion. We’ve also seen that since the deal was announced, GIP has made some interesting shifts in its investment strategy.

First, in March 2024, GIP announced it had raised over $2 billion with an inaugural emerging markets fund. The purpose of this fund is to invest in 11 markets in Asia and Latin America that display “favorable demographic, economic, and regulatory conditions coupled with a rapidly growing demand for private infrastructure investments.” The press release does not specify what the 11 countries are.

We can make some educated guesses though. In June 2024, GIP announced that they would be joining a coalition focused on increasing investment (potentially as much as $25 billion over several years) into emerging markets that are members of the Indo-Pacific Economic Framework. This includes India, Indonesia, Malaysia, Thailand, and Vietnam. GIP is being joined in this effort by other private equity heavy hitters like KKR, as well as big sovereign wealth funds from the region like Temasek and GIC.

See also  No China-US Trade War This Year, But Uncertainty Ahead in 2025

I don’t usually pay attention to press releases like this, because they tend to be drafted in such a vague way as to be meaningless. But GIP has wasted no time putting their money where their mouth is, pushing through the privatization of Malaysia Airports in partnership with Khazanah and EPF and in the process becoming a major shareholder in Malaysia’s entire national airport network. The deal was valued at around $4 billion.

The pivot to Indo-Pacific infrastructure took an even bigger turn when it was announced in the last few days that a consortium including GIP and BlackRock were acquiring Hong Kong-based port operator Hutchinson Port Holdings for almost $23 billion. If not blocked by regulators, this deal will see the BlackRock-led group acquire total or partial ownership of 43 ports in 23 countries including Indonesia, Malaysia and South Korea, as well as along the Panama Canal. Hutchinson operates ports in China and Hong Kong which will not be part of the deal.

It’s difficult not to interpret this blockbuster deal through a geopolitical lens. It’s clear at this point that China has been quicker on the draw than the United States in investing in critical infrastructure in regions like Southeast Asia. They’ve built or are building high-speed rail projects in Thailand and Indonesia, and have been willing to integrate countries in the region into clean energy value chains, investing in local production of things like batteries, EVs, solar panels and nickel.

By comparison, American companies like Tesla have been slow to enter the Southeast Asian market and there’s been little indication Elon Musk wants to set up any significant manufacturing in the region. Meanwhile, Apple had to be browbeaten into making a modest amount of investment in exchange for being allowed to sell the latest iPhone in Indonesia. The obvious take-away is that the U.S. has little power to compel private companies like Apple or Tesla to expand their footprint in a region like Southeast Asia if they don’t want to, even if doing so might be beneficial to U.S. geopolitical interests.

See also  Why US Semiconductor Export Controls Backfire

Which is why it’s interesting that we are suddenly seeing a flurry of private equity activity being funneled into critical infrastructure in and around Southeast Asia (and other parts of the world that have potential geostrategic value). Two years ago, GIP had fairly limited exposure in the Asia-Pacific region, especially Southeast Asia.

Within the last year, the fund has become a major shareholder in Malaysia’s national airport network, and in one of Indonesia’s largest container terminals (assuming the Hutchinson deal goes through). And they seem keen on pursuing more opportunities in the region, especially related to digital infrastructure and data centers.

Are these decisions being made purely on the basis of their commercial considerations, and the returns that BlackRock and GIP expect to generate by investing in energy, transportation and digital connectivity in a fast-growing region with ballooning demand for infrastructure? Or are there broader geopolitical considerations behind this pivot to the Indo-Pacific? I don’t know the answer. But it certainly seems like something worth keeping an eye on.

Equity IndoPacific Interesting Making Moves Private
Share. Facebook Twitter Pinterest LinkedIn Tumblr Email

Related Posts

DeSantis Signs Bill Making Gold And Silver Legal Tender

May 28, 2025

‘Silver Lining’: Private Domestic Investment Soared In First Quarter Of 2025

April 30, 2025

‘They Came With Their A Game’: Donald Trump, Scott Bessent Reveal Which Country Could Be Close To Making Trade Deal

April 24, 2025

Ending China’s De Minimis Exception Brings 3 Benefits for Americans

April 17, 2025
Add A Comment

Leave A Reply Cancel Reply

Top Posts

Nearly 5 Million Blenders Recalled After Causing Injuries, Fires

December 29, 2023

Building Fire in Johannesburg Kills at Least 73 People, Many of Them Homeless, Authorities Say

September 1, 2023

Police on manhunt for suspect who allegedly rammed patrol car with stolen big rig and fled as police shot at him

September 12, 2023

8 Ways Learning Disabilities Affect Your Child’s Mental Health

April 24, 2023
Don't Miss

EXCLUSIVE: ‘The Man She Is Today’: European Companies Accused Of ‘Importing’ Woke Ideology

Business May 29, 2025

Consumers’ Research issued a “Woke Alert” on Thursday warning American shoppers that three European companies…

‘The Economy Is On Fire!’: Kevin O’Leary Drops Fact Check On CNN Panelists Railing Against Trump’s Economy

May 29, 2025

DeSantis Signs Bill Making Gold And Silver Legal Tender

May 28, 2025

John Deere Announces $20 Billion Plan To Build Up American Manufacturing

May 28, 2025
About
About

This is your World, Tech, Health, Entertainment and Sports website. We provide the latest breaking news straight from the News industry.

We're social. Connect with us:

Facebook Twitter Instagram Pinterest
Categories
  • Business (4,136)
  • Entertainment (4,220)
  • Finance (3,202)
  • Health (1,938)
  • Lifestyle (1,645)
  • Politics (3,084)
  • Sports (4,036)
  • Tech (2,006)
  • Uncategorized (4)
  • World (3,944)
Our Picks

REPORT: Danny Masterson’s Wife Files For Divorce After Rape Case Sentencing

September 20, 2023

Musk draws heat from San Francisco over giant X logo

July 30, 2023

Russia Aims To Block EU From Hosting COP29 Climate Summit

June 8, 2023
Popular Posts

EXCLUSIVE: ‘The Man She Is Today’: European Companies Accused Of ‘Importing’ Woke Ideology

May 29, 2025

‘The Economy Is On Fire!’: Kevin O’Leary Drops Fact Check On CNN Panelists Railing Against Trump’s Economy

May 29, 2025

DeSantis Signs Bill Making Gold And Silver Legal Tender

May 28, 2025
© 2025 Patriotnownews.com - All rights reserved.
  • Contact
  • Privacy Policy
  • Terms & Conditions

Type above and press Enter to search. Press Esc to cancel.