Selected Tag: private credit
Selected Tag: private credit

When Scale Becomes a Systemic Risk

What looks like strength in politics, markets and energy may actually be a dangerous concentration of risk. Probably why modern systems are becoming more brittle precisely where they appear most powerful, as concentration risk is becoming one of the defining strategic vulnerabilities of our time.

Srinath Sridharan

March 26, 2026 at 8:23 AM IST

Article related image

Pavel Muravev/iStock.com

Is the Private Credit Boom Going Bust?

Since 2008, private credit has expanded into a $3.5 trillion industry, driven by private equity and operating outside the reach of traditional banking rules. As cracks begin to appear, the risks embedded in a system built on opaque valuations and rising leverage are becoming harder to ignore.

Brian Judge

March 20, 2026 at 1:27 PM IST

Article related image

iStock.com

Private Credit: Echoes of 2008?

Explosive growth, opaque loans and rising leverage are drawing uncomfortable parallels with the pre-2008 credit boom, raising questions about risks lurking in the private credit market.

Sanjay Mansabdar

March 11, 2026 at 4:54 AM IST

Article related image

When Disclosure Meets Discipline: Recasting India’s Financial Regulatory Architecture

As India’s markets mature, the distinction between a disclosure-driven regulator and a prudential guardian reveals both strength and strain in our governance model. An introspective analysis shows that the predicaments of financial supervision demand not just transparency and buffers, but an integrated approach to systemic risk.

Srinath Sridharan

January 28, 2026 at 1:13 PM IST

Article related image

Budget 2026

When Private Credit Becomes India’s Financial Morphine

Private credit is emerging as India’s fast-growing financial instrument at a time when global equity capital is cautious, and exits are under sharper scrutiny.

Srinath Sridharan

January 22, 2026 at 7:52 AM IST

Article related image

iStock.com

Private Credit

The Cockroach Warning and the Garbage Lending

Private credit has grown into a vast, opaque engine of global finance, creating a blind spot where innovation surges but risk remains hard to see.

R. Gurumurthy

December 4, 2025 at 8:37 AM IST

Article related image

Via WikiCommons

Where Have All the Bankers Gone? India’s De-Risked Banking Paradox

In saving its banks from collapse, India has saved them from competition. In shielding them from loss, it may have shielded them from relevance.

R. Gurumurthy

November 4, 2025 at 6:34 AM IST

Article related image

iStock.com/lakshmiprasad S

Private Credit Is Completing India’s Financial Architecture

Private credit funds are fast becoming India’s third pillar of capital—flexible, disciplined, and the quiet architects of its next growth cycle.

Chandrika Soyantar

October 30, 2025 at 6:32 AM IST

Article related image

Konkan Railway/WikiCommons

The Bureau

From Oil Shock to Fed Dilemma: How War Is Reshaping Markets | Market Makers
Learning to Shoot: I Tried to Fly Before I Could Walk
Image