Brookfield Renewable CEO Sees Investment Opportunities in India and China

The video discusses the strategy of selling hydro assets in Canada due to high demand in private markets, aiming to reinvest proceeds into more accretive investments. Potential buyers include alternative asset managers, pension plans, and governments globally. The focus is on reinvesting in regions like Asia and LATAM, with particular interest in China despite regulatory challenges. The company targets a 12-15% total return for shareholders, balancing dividends and growth, and has historically delivered strong returns since going public.

What is the main reason for selling the hydro assets in Canada?

• To focus on fossil fuels

• To exit the Canadian market

• To invest in more accretive opportunities

• To reduce operational costs

Who are the potential buyers for the hydro assets?

• Individual investors

• Alternative asset managers and governments

• Technology companies

• Local small businesses

Which regions are highlighted as having strong investment opportunities?

• Middle East and Africa

• North America and Europe

• India and China

• Australia and New Zealand

What is a significant challenge when investing in China?

• Limited market size

• Opaque regulatory system

• Lack of infrastructure

• High labor costs

What total return does the company aim to deliver to its shareholders?

• 8-10%

• 12-15%

• 5-8%

• 10-12%