Is this the market’s most-misunderstood growth opportunity?

Is this the market’s most-misunderstood growth opportunity?

June 19, 2026 · 47 min · Episode 300

About this episode

Ken Wong discusses the overlooked growth opportunities in data centres and renewable energy infrastructure.

While the market obsesses over volatile AI software and tech start-ups, global private equity giant EQT says the real money is being made in the physical layer. In this episode of The Rules of Investing, Ken Wong, Partner and Head of Asia Pacific Infrastructure at EQT Partners, breaks down why the massive, structural build-out of data centres and renewable energy grid connectivity is the market’s most misunderstood, and overlooked, growth opportunity.

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Guest: Ken Wong

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Organizations: EQT Partners, EQT

Places: Asia Pacific

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