Continuing Logie Group’s programme of collaborating with fellow experts, we recently teamed up with John Cleese’s character from the iconic 1970s sitcom to suggest how to sort out his wife Sybil. He saw this as a first. The government’s Coronavirus Business Interruption Loans Scheme promises loans of up to GBP5 million to SMEs from its […]

All infrastructure investing involves balancing costs with benefits, some of which are hugely subjective – is an hour saved by not sitting in a traffic jam worth an hour at work or an hour at leisure? Why are these often valued differently? Does the fact that the UK has built more infrastructure in the south […]

When life returns to normal, it will be a new normal. Whilst waiting patiently for that new normal to arrive, Logie Group has collaborated with Mystic Meg to predict how infrastructure finance will have been permanently changed by the World’s response to the Covid 19 virus.  If we’re right, you heard it here first. If […]

And now for something completely different … Relationship banking, name lending, call it what you will, “lifts the corporate veil” which draws a legal distinction between a company and its owners in that banks place some reliance on whoever owns or controls the borrower. More generous terms are perhaps extended, margins reduced or the loan […]

Bloomberg reports data from Boston University’s Global Development Policy Centre which tracks lending by China’s two main policy banks. This shows that BRI lending to energy projects fell 71% to $3.2 billion in 2019, the lowest lending by the two banks since 2008 (well before BRI launched) and compares to an aggregate to the sector […]

This from Visual Capitalist’s plotting of every coal power plant in the World 1927 – 2019, ten lines of script down. It underlines how Global CO2 emissions from coal took off in the early noughties Mainly as China and India invested Whilst European sponsors and lenders have since moved to renewables The US eastern seaboard […]

It’s been dubbed the JJJ. When the Dutch founded Batavia in 1619, they didn’t give much thought to how, four hundred years later, it might cope with 10 million inhabitants. (Greater Jakarta includes 20 million more.) Infrastructure planning didn’t even start well in that it was the communal fountain in Fatahillah Square which gave the […]

The old joke is that you wait ages for a bus in London then three come along at once. In not dissimilar fashion, Manila’s one airport has long lagged almost every other Asian capital city’s but the Duterte administration is now progressing four. Named after Ninoy Aquino who was assassinated there in 1983 and whose […]

Hong Kong may have been in the midst of some turmoil and other conferences may have fled but II’s back-to-back conferences – on renewable energy, the main conference and on infrastructure debt – went ahead on 12 – 14 November. Andrew joined MIGA’s Jae Hyung Kwon and HSBC’s Stewart James with Infrastructure Investor’s Eduard Fernandez […]

If the PLA handed over some of the land that it does not need, the effect would be dramatic, as Andrew writes in today’s Financial Times.

When you have funded $440 billion of investment in six years, you can indulge in a little self – congratulation. But at last week’s Belt & Road Forum convened to maintain / regain the momentum of the Belt & Road Initiative (BRI), President Xi Jin Ping acknowledged a need to address i) sustainability (i.e. viability […]

The anti – elite populism of Brexit, Trump et al has arrived in, of all unlikely places, Hong Kong. Last week, the SAR government endorsed recommendations from its Task Force on Land Supply, recommendations which included amongst its short-to-medium options the resumption of eight holes and the car park at Fanling Golf Club when its […]

The OECD accounts for perhaps 50% of World GDP; take out its small, rich members and add in the six big, poorer BRIICS and you get the G20 which accounts for 73% of World GDP. Thus, when the two organisations come together to discuss long term investment, the potential agenda is enormous and every perspective […]

Twenty years after the old airport closed, New World has won the 25 year Design Build & Operate contract for the Kai Tak Sports Park. The 28 hectare site will feature a 50,000 capacity stadium with retractable roof, an indoor stadium with capacity of up to 10,000, a 5,000 seat community sports ground plus a […]