Nishtha Asthana

Foreign investors are reallocating toward AI-linked and cheaper emerging markets, while rupee weakness compounds equity losses.

The most coveted late-stage investment opportunities in Asia rarely need family office capital. The firms that are getting in are offering something else entirely.

Mega managers are pulling away, smaller funds are running out of road, and the rules of generating returns have changed for good.

Mephezalea has reduced its exposure to fixed income and moved the allocation towards Infrastructure Investment Trusts, which it says is a higher-yield alternative of the same credit quality.

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.