The retail army has found its new favorite trade for 2026: Memory & Storage. Driven by an “unprecedented” global shortage of memory chips needed for AI infrastructure, individual investors are aggressively piling into US storage names, betting on a multi-year pricing super-cycle. 🌊 THE INFLOW TSUNAMI: According to Vanda Research, the rotation is violent and...
International institutional capital is officially warming up to Indian private credit structures. DEG, the German development finance institution (part of KfW Group), has approved a $25 million anchor investment in Vivriti Asset Management’s asset-backed securitization (ABS) fund. This marks DEG’s first-ever investment in an Indian debt fund. 🏦 THE DEAL DYNAMICS: 🔄 THE STRATEGY: THE...
Hedge funds stuck to their convictions in 2025, but the crowding risk is showing sharp regional and sectoral divergence. A new report from Hazeltree, analyzing data from over 600 asset managers, reveals a clear bifurcation: Funds remained heavily long on AI software winners while piling into short bets against legacy tech and hardware execution stories....
The missing link in Japan’s startup ecosystem—late-stage growth capital—is getting a boost. Tokyo-based Minerva Growth Partners has secured a first close of ¥7 billion ($44 million) for its second fund, with backing from the state-owned Japan Investment Corp (JIC). The firm is targeting a total corpus of ¥20 billion to back late-stage startups. 📉 THE...
The “Luxury Super-Entity” experiment has hit a wall. Less than two years after acquiring rival Neiman Marcus to create a department store giant, Saks Global is reportedly finalizing a $1.75 billion financing package to fund a Chapter 11 restructuring. 💰 THE RESCUE PACKAGE: To keep Saks Fifth Avenue, Bergdorf Goodman, and Neiman Marcus open and...
The AI trade isn’t over, but the playbook has completely changed. According to BlackRock’s latest “Investment Directions” report, the smart money is moving upstream. After years of chasing hyperscalers, investors are now betting on the physical infrastructure required to keep them running. 📊 THE BLACKROCK SURVEY (732 EMEA Clients): The shift in sentiment is stark:...