GBRW, based out of London and Singapore, sources experts for disputes. Writing in their monthly newsletter, Andrew predicted that plenty of disputes would arise from China’s Belt & Road Initiative – although where they are resolved is not so clear. Read the article here GBRW Aug 18.

Research from Carl-Johan Dalgaard and his colleagues at the University of Copenhagen demonstrates that the density of ancient Roman roads at a given point in Europe strongly correlates with present-day prosperity. Often originally built for military – i.e. not necessarily economic – reasons, today entire cities are located on them. Taking into account increases in real estate […]

Amongst other qualifications, Andrew is a Fellow of the HK Institute of Directors. This month’s edition of the Institute’s The 21st Century Director magazine leads with an article by Andrew on HKIoD mag issue 24 (pp 66 – 67): essentially, BRI is at an inflexion point where push back in the short term should lead […]

What is bad news for the French government could be good news for the British one. News is just in from EDF that scheduled completion of the 1,650 MW third EPR unit being built at Flamanville overlooking the Channel Islands has been pushed back yet again. Originally set to be up and running by 2012 […]

Andrew returned to RTHK Radio 3’s Backchat programme on Friday. Hosted by Danny Gittings and Paul Zimmerman, Andrew joined shareholder activist David Webb, past President of the HK Institute of Surveyors Raymond Chan and Director, ACE Centre for Business and Economic Research Andy Kwan to debate whether the HK government’s infrastructure spending is creating white […]

Andrew joined a timely roundtable at the Four Seasons in HK. His contribution was to ask why, with so much demand for, and so much supply of, capital, the volume of deals actually closed was not, in fact, much higher? The answer, as always of course, is that Projects first need to be Properly Prepared, […]

Elon Musk has made his name by undertaking to do the unthinkable. Investors argue that, even when he misses his targets, he may change the market and reap first mover advantage. There are the rockets and electric cars, of course, But last year he undertook to build the world’s biggest battery, the 100 MW Hornsdale […]

It’s brutal. Back in 2007, Singapore Airlines chose to not buy but lease five Airbus A380s.  The operating leases ran for ten years and last year SQ handed two back to the German lessor, Dr. Peters.  Dr. Peters (no, not a rich medic) has shipping and real estate interests but nine of its 19 aircraft […]

So, Mahathir Mohamad wants to scrap the Singapore – Kuala Lumpur high speed rail project which he costs at $28 billion. The agreement to build the 350 km line was signed by the two governments in 2016 and four consortia are due to submit bids by December with commercial operations set for 2026. If Singapore […]

The Task Force on Land Supply dare not even mention this as an option but Beijing could earn huge local and international goodwill by having the PLA relinquish half its land, as Andrew writes in the South China Morning Post.

Andrew joined TXF’s inaugural conference on Infrastructure and Energy Finance in ASEAN, held at the Suntec convention centre in Singapore on 27 February 2018. He moderated the session on Project Financing Mix: Blending Sustainable Financing Solutions where he was joined by the IFC’s Nonito Bernardo and Standard & Poor’s Abhishek Dangra. They focussed on what needs to […]

The Economic Times sponsored the second ABLC in KL on 29 – 30 November 2017. Ministers from Sri Lanka, Bangladesh and Cambodia spoke but the core of the agenda and most of the delegates were from India and Malaysia. Speakers included Malaysia’s PM Najib Razak and Minister for International Trade and Industry Mustapa Mohamed; India’s Minister […]

Andrew joined a panel at Infrastructure Investor’s HK summit on 15 November 2017  to discuss dynamic changes in the infrastructure sector and to assess what are the risks and opportunities for existing and future investments? SG’s Head of Infrastructure Finance, Asia Pacific, Gavin Munro moderated; GIC’s CIO Eng Seng Ang, the IFC’s Head of Infrastructure […]

Andrew attended the Financial Times’ Asian Infrastructure Investment Bank summit in HK on 1 November, hosted by the FT’s Asia editor Jamil Anderlini and the AIIB’s President Jin Liqun (pictured). It was a grand event because it had a grand story to tell. The AIIB was established by China, of course, and has been seen […]

Infrastructure investors – and pretty much everyone else – need a stable political environment. Recent referenda have caused the chaos that they have because they lacked basic rules of engagement, as Andrew pointed out in a letter to the South China Morning Post.