AsianInvestor gained the views of the Asia CEO and CIO of Allianz Investment Management on the rationale behind its recent Indian private credit investments.
The German insurer's recent investment in Kotak’s real estate debt platform is the latest sign that global asset owners are continuing to eye Indian private credit strategies.
Offshore life insurance companies are set to grow their businesses inside the country but will need to consider new national security issues and potential joint-venture disagreements.
Asset owners and managers are being drawn to private credit investments in China and India, but also other areas. However, Asia presents unique risk challenges too.
Asset owners and fund experts are sceptical about the profitability of student accommodation while Covid-19 rages, but the assets could yet hold up when structured well.
Insurers across the region will see premiums grow by €1.28 trillion, over half coming from China, said a new report by Allianz.