Latest Views on Infra PE

Would love to hear some thoughts on the dynamics of players in Infra PE recently, given momentum of growth for the various players.

How is the trajectory looking like for GIP / BlackRock, KKR Infra, BX Infra, Macquarie, EQT, Stonepeak etc. Seems like KKR and BX have had a stellar track record in the past few years in terms of capital raised, investments made, and returns. Any insights would be great.

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