Nishtha Asthana

From discounted AI valuations to an untapped private credit market, Asia's investment case has quietly outgrown the questions being asked about it.

Retail inflows into semi-liquid funds are expanding Asia’s private credit market as stress points migrate toward developed economies and more vulnerable borrower segments.

Record retail inflows have insulated Indian equities from global volatility, but asset owners face challenges as structural reliance on domestic liquidity may be masking overvalued earnings and a mounting sensitivity to oil prices.

Asia's private equity managers face a new reality: allocators want proof of performance, not promises.

While global liquidity is still abundant for AI and fintech infrastructure, the bar for new and existing managers has been raised to an 'incredibly high' level.

Pune-based Mephezalea says separating gold and silver into distinct allocation categories is a structural discipline and why the portfolio is well positioned for the current uncertainty cycle.

Selling the family business is often the easy part; finding a new collective "why" is the challenge. Leena Dandekar, founder and chairperson of Raintree Family Office and Raintree Foundation, shares her roadmap.

Institutional investors are pivoting to home-market strategies, tightening scrutiny of manager quality and liquidity structures.

A decade of excess capital deployed into Asia’s private markets has forced a fundamental repricing of risk and is now defining which managers survive the correction.

As competition weakens protections in the West, Asian private credit is emerging as a structural outlier.

A decisive investor pivot toward tangible cash exits is forcing Indian fund managers to prioritise liquidity over peak-era paper valuations.

As artificial intelligence accelerates, one family office outlines how frontier technologies, public markets and collaboration shape its long-term allocation strategy.