A veteran Indian private credit investor writes about how the market works, where common beliefs go wrong, and how cycles shape different strategies. Issues combine personal experience with market sizing and frameworks for evaluating managers and categories.
Website: https://www.kapilsinghal.com/
Pari Passu is a deep-dive newsletter on restructuring, liability management exercises and private credit, written by a private equity investor. Each issue dissects a specific distressed company or transaction, explaining deal mechanics, lender dynamics and the wider market implications.
An LP-focused newsletter that analyzes private credit, private equity and commercial real estate, often using original data pulled from BDC filings. Readers get data-driven analysis of signals like PIK interest, valuation practices and CMBS delinquencies, plus a weekly roundup of sector news.
A markets-focused newsletter that offers real-time reactions to Fed communications, deep dives into financial plumbing such as the FHLB and private credit link, and essays on how AI affects market valuations. Readers get original analysis with specific data and a clear point of view.
A weekly research newsletter tracking publicly traded business development companies (BDCs), covering earnings estimates, net asset value, credit quality, financing and share price moves. It explains terms and separates what company disclosures show from what they do not.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
