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In Focus: PRIVATE CREDIT
The Future Consumer: Rising Middle Classes and the New Consumption Story
The global consumer landscape is being reshaped by the rapid expansion of the middle class, particularly across Asia, giving rise to a new consumption story defined not just by growth, but by selectivity and shifting priorities. By 2030, the global middle class is expected to exceed five billion people, with…
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The New Supply Chain Order: Rewiring Global Trade and Manufacturing
Across Southeast Asia, a new wave of digital productivity is reshaping how economies grow, compete and innovate, with artificial intelligence (AI) at the centre of this transformation. No longer just a supporting tool, AI is becoming foundational infrastructure, much like roads, electricity and telecom once were. From smart logistics and…
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AI and the Digital Productivity Boom: Tech as the New Infrastructure
Across Southeast Asia, a new wave of digital productivity is reshaping how economies grow, compete and innovate, with artificial intelligence (AI) at the centre of this transformation. No longer just a supporting tool, AI is becoming foundational infrastructure, much like roads, electricity and telecom once were. From smart logistics and…
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Energy Transition and Climate Capital: Financing the Green Shift
The global energy system is undergoing its most significant transformation since the Industrial Revolution. As climate science strengthens and extreme weather intensifies, governments, investors and industries are converging on a central truth: decarbonisation is an economic necessity. At the core of this shift is climate capital, the reallocation of financial…
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Will Private Credit Be a Friend or Rival of the Banks?
Private credit has become one of the fastest-growing segments of global finance, raising an important question in Thailand: Will private credit compete with banks or strengthen the financial system by complementing them? While headlines sometimes portray the two as rivals, global experience points to a different reality. Banks remain the…
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How Does Private Credit Work Behind the Scenes? – The Art of Structuring
Private credit is rewriting the rules of corporate finance. What was once a niche alternative has become the preferred source of fast, flexible capital for companies facing complex or time-critical need-filling gaps that traditional lenders, constrained by regulation and risk limits, cannot immediately serve. Yet beneath the speed, flexibility and…
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The Hidden Risk Factors in Private Credit – What Investors Must Understand
Private credit has quickly expanded from a niche strategy into a core allocation for global investors. The asset class offers stable income, negotiated protection and senior ranking in a borrower’s capital structure. But as private credit becomes more widely adopted in Thailand, one message is critical: this is not a…
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Who Is Driving the Demand for Private Credit?
Global demand for private credit continues to accelerate, supported by long-term commitments from pension funds, insurers, sovereign wealth funds and the world’s wealthiest families. This momentum is not a short-term reaction to high interest rates, but a reflection of deeper structural changes in global capital markets. As interest in private…
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Is Private Credit Really in a Bubble or Thailand’s Next Big Opportunity
Private credit has rapidly expanded into a US$2.3-trillion global industry, raising questions about whether this growth represents genuine financial strength or early signs of a bubble. At the same time, interest in private credit in Thailand has increased significantly as companies search for new ways to access capital while traditional…
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Investing in the global healthcare revolution
The global healthcare sector is undergoing a profound transformation, one shaped by demographic pressures, rapid technological breakthroughs and shifting economic power centres. As populations age, chronic diseases proliferate and patients demand more personalised care, governments and investors alike are recalibrating priorities. At the core of this shift are precision medicine,…
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Sanofi to buy early-stage vaccine maker Vicebio for $1.15B upfront
Sanofi will acquire the London-based vaccine startup Vicebio for $1.15 billion upfront and as much as $450 million in future payments, the companies said Tuesday. The deal marks Sanofi’s fourth acquisition of the year, following the recently completed $9 billion purchase of commercial-stage drugmaker Blueprint Medicines, an Alzheimer’s pipeline expansion…
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How a tailored ALS drug could help broaden rare disease therapies
In 2020, Jaci Hermstad died at age 26 from a rare and aggressive form of ALS. But her story didn’t end there. A drug that was created just for her, called Jacifusen, has since been given to others with mutations in the FUS gene, what’s known as FUS-ALS. The results in…
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