. While the politicians look to infrastructure project to fill the void
. When the economy shrink as deleveraging continues.
. With people in savings mode than spending mode after the consumer binge of the 90's and 2000s
. However, what use to be govt induced debt to spur infrastructure investments in public works
. That cannot be in the present debt laden government.
. Therefore the PPP acronym, basically means money from private sector.
. Namely the pension & Insurance institution.
. But the devil is in the detail...
. And if majority in in equities that needs to be liquidated to fund it.
. Then comes expectation of immediate cash-flow if not payback.
. And return on investment vs what the market can yield.
. Imply : more work in progress......
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