Ones to watch
- Transport infrastructure operators of airports, toll roads and railways with regulated business models and inflation-indexed cost-plus-pricing formulas, which allow them to raise prices in order to pass rising inflation on to their customers.
- Utility companies with a growing share of renewables in their generation mix. This energy transition also requires smarter transmission lines (smart grids) and energy storage technology to keep electricity supply reliable when more power comes from renewables.
- Data-driven technology solution providers that help city planners and residents to manage the infrastructure challenges related to traffic flows, building design as well as waste and water systems in fast-growing urban centers.
- Companies that provide infrastructure equipment for the roll-out of the new fifth-generation (5G) telecom technology, such as data centers, telephone tower companies and equipment providers for 5G telecom assets.