Here's your summary from Macquarie's Ben Way Cautiously Optimistic on Energy Transition (https://www.youtube.com/watch?v=R1M2sGqWedk) on the Bloomberg Television channel:
**TLDR:** Ben Way from Macquarie is cautiously optimistic about the energy transition, highlighting the rebound in renewable energy investments and the potential for growth in India and China.
1. The last year has been challenging for fundraising and deployment in renewable energy due to higher rates, but confidence is returning to the market.
2. The amount of investing in energy transition has tripled in the last three years, indicating a significant investment thematic.
3. India and China are seen as attractive markets for infrastructure investment, with ongoing opportunities despite political changes.
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