The Infrastructure Investor Podcast What's driving Asia-Pacific's infra markets?
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Nov 13, 2025 
Tom Taylor, APAC real assets reporter, shares insights from the recent Infrastructure Investor Network Australia Forum. He discusses how geopolitics is reshaping investment strategies and the surge in AI-driven infrastructure needs, particularly in data centers. Taylor highlights foreign investors' concerns over new Australian tax rules and the stagnation in renewables, alongside the maturation of Japan's investor base. He also touches on South Korea's rise as an AI hub and the emphasis on relationship-driven capital in building investor trust.
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Geopolitics Is Reshaping APAC Strategy
- Geopolitics is reshaping APAC infrastructure strategies, driving a focus on supply chains and energy security.
- Managers now prioritise resilience and downside protection amid deglobalisation and policy uncertainty.
AI Is Powering A Digital-Plus-Renewables Wave
- AI proliferation surprised large LPs and is rapidly driving demand for data centres and supporting renewable power capacity.
- Infrastructure portfolios now include significant AI-related digital and energy infrastructure allocations.
Tax Moves Are Cooling Foreign Capital
- Recent Australian tax changes have strained foreign investor appetite by taxing them less favourably than domestic super funds.
- Managers described a political shift that risks deterring capital needed for energy and digital projects.