| We have recently done work focusing on changing the investment strategy of the Norwegian sovereign wealth fund – with $910 billion on paper. It’s a true long-term investor – and would be the natural investor to make infrastructure investments in markets such as India.
They are not currently allowed to do so, though the government has taken on our suggestion to opening it up to infrastructure investments. We have also been looking at things from the Indian side: there is a genuine lack of long-term capital – we need to look at alternatives to banks...............................................Full Article: Source
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