In emailed commentary, Michel Lowy, co-founder and CEO of alternative asset manager SC Lowy ($1.6bn AuM), discussed how significant private credit opportunities in Asia are emerging as a result of US president Trump’s market shake-up.
“The APAC region is well-positioned to capitalize on growing private credit opportunities amid shifting global financial dynamics. In the US, rising liquidity, intensifying competition, and compressing returns in traditional markets are driving institutional investors toward higher-yield alternatives. Meanwhile, geopolitical tensions and regulatory shifts are increasing demand for alternative financing.
“Asia’s fragmented banking landscape and Basel III regulations have widened the funding gap, especially for mid-sized and industrial firms in India, Indonesia, and South Korea. Private lenders with regional expertise and flexible capital structures can bridge this gap, while investors benefit from diversification, strong GDP growth, expanding infrastructure, real estate, and a maturing regulatory environment.”