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Chapter 4: Long-term Capital into the Digital Infrastructure

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Chapter 4 highlights how, for the sovereign investors, the digital economy infrastructure – and the much broader digital ecosystem – has become another frontier asset class as a proxy to invest in technology. Digital infrastructure investment also provides an avenue to foster development goals and green initiatives, consistent with global government initiatives such as China's Belt & Road and Blue Dot of the US.

This combination has attracted large pools of sovereign capital into data centers, global digital logistics systems, digital satellite networks, and smart cities. The next big thing is the Internet of Things, and fintech, paytech, and digital health all form part of the future digital infrastructure that the sovereign investors are keen to invest in.

The Hunt for Unicorns

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