I agree, govr. Asset sales seem largely driven by the need to restore investor confidence in the value of the underlying assets. However, I remain bullish for the outlook on renewable energy assets, so why sell? You could almost take the view that they may end up selling the best parts and keeping the less desirable!
Imo, the desire by large investors for infrastrucure assets will remain strong. BNB has skills that are going to be in high demand for a long time. On a macro level, you could even expect governments to spend more on infrastructure during a recession.
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I agree, govr. Asset sales seem largely driven by the need to...
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