Alternatives in Focus: Asian Private Credit

In this special Lighthouse Canton IDEAs Podcast episode, we are joined by an expert panel to discuss the explosive growth of private credit markets across Asia.  

We speak to Pranob Gupta, MD - Business Head for India Alternatives (Credit & Hybrid Strategies) and Ankit Agrawal, ED, Private Credit at Lighthouse Canton - both seasoned industry professionals who bring with them decades of experience from top firms including KKR, GIC, and IFC. Together they share more on the rise of private credit as an asset class and discuss why private credit assets under management have grown 4x over the past decade and how Asia represents a massive untapped opportunity, comprising only 6-7% of global private credit despite being 35% of global GDP. 

Key Discussion Points include:

• Market dynamics driving private credit growth in Asia vs developed markets
• India and Southeast Asia: unique market characteristics and growth drivers
• Why borrowers prefer private credit over traditional bank financing
• How banking regulations create opportunities for private lenders
• Investment strategies, portfolio allocation, and risk management
• Sector preferences and red flags to avoid
• Future outlook and potential regulatory challenges

Our experts discuss Asia's massive untapped potential in private credit markets, highlighting the significant growth opportunities across the region. The conversation explores why this asset class has experienced rapid expansion, the structural factors driving borrower demand, and key considerations for institutional investors looking to allocate capital to private credit strategies in emerging Asian markets.