KKR Says Asia Infrastructure Investing Not Crisis Safe Haven but Remains Bullish

KKR Asia infrastructure investing remains attractive despite infrastructure not acting as a traditional crisis safe haven, according to the firm’s global head of real assets Raj Agrawal.

Investors suffered losses during both the global financial crisis and the COVID‑19 pandemic as assets such as toll roads, ports and airports were closely linked to economic cycles.

KKR has since shifted its strategy toward assets with contracted cash flows and stronger downside protection, including industrial infrastructure.

The firm remains optimistic about Asia‑Pacific, which it sees as the most compelling growth market, with KKR Asia infrastructure investing funds previously closing at USD3.9bn and USD6.4bn.