APAC TMT NOTES BY KAYE HAU

A collection of articles sharing operator-side perspective on telecommunications, digital infrastructure, governance, and technology across APAC covering key topics in investments, market dynamics, emerging technologies, and organisational development.

Not Missing In Action: How Small Funds Are Playing The AI Investment Boom

With deal sizes in the billions, where can smaller funds and investors still play meaningfully in the AI growth. This article explores the various options for small AI investors.

Kaye Hau

Aug 257 min read

Digital Infrastructure May Last Decades While The Economics Are Re-negotiated Much Sooner

The durability of digital infrastructure does not necessarily translate to sustained value creation throughout its entire lifespan. The economics are much complex due to varying terms and changing market conditions.

Kaye Hau

Jul 314 min read

What The Investment Premium Really Buys in Digital Infrastructure

Whenever a transaction is announced at a substantial premium, the reaction is usually predictable. The buyer overpaid. That may be true - if the assumption is that every buyer is using the same lens and approach to valuation.

Kaye Hau

Jul 248 min read

The Varying Investment Cases For Digital Infrastructure

It is fascinating why investors working on the same set of market information can develop vastly different investment cases. This article explores how the underlying assumption changes investment narratives.

Kaye Hau

Jul 173 min read

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