Archive: Värde In the News

Haseeb Malik on CNBC-TV18 Bond Street: Why India Looks Compelling Right Now

Haseeb Malik, Head of Asia Credit, was interviewed on Bond Street, presented by CNBC-TV18, discussing the firm's view on Indian credit market opportunities. Malik highlighted India’s credit system growing from roughly $3 trillion toward $5 trillion by decade’s end, driven by infrastructure investment and rising AI-related data center buildout. He noted India’s credit markets remain in early innings compared to the US and Europe, with private credit still nascent but growing quickly.

Private Debt Investor: India’s Alternative Capital Potential is Huge

Haseeb Malik, Partner and Head of Asia Credit, spoke with Private Debt Investor about the forces driving India's private credit opportunity. India's rapidly growing economy, improved credit culture, constrained bank lending and demand for capital being fueled by a wave of consolidation across asset-heavy industries such as renewables and infrastructure have created an environment where private lenders can often achieve better spreads and covenants than in developed markets. "We are seeing a broadening of LP interest, both globally and domestically, as India private credit moves from a niche allocation to a more mainstream one. Geopolitical-driven diversification is part of this, but so is a growing recognition that the local consumption story here is real and the window to capture the early-market premium will not be available forever.”

Private Debt Investor: ABF Boomed in 2025 and Growth Is Set To Accelerate Next Year

Missy Dolski, Global Head of Asset-Based Finance, spoke with Private Debt Investor about the reshaping of the private credit landscape and the rapid growth of asset-based finance, which is predicted to reach around $9 trillion by the end of 2029. She highlights lending to fintech companies as one of the most compelling opportunities Värde sees in ABF today. Technology-driven lending platforms are transforming how small businesses and consumers access credit and, by extension, creating opportunities for firms like Värde to provide capital to support their growth.

PERE Credit: Why Bridge Lending Is a Key Growth Area for Real Estate Private Credit

In a conversation with PERE Credit, Jim Dunbar, Partner and Head of Real Estate Lending, makes the case that the growth in commercial real estate bridge lending is more than just a short-term phenomenon; it’s indicative of the evolving and maturing non-bank lending landscape. Värde’s bridge loan lending profiles include construction takeout, value-add and increasingly more stabilized properties as well. “We’re seeing more deals on stabilized real estate assets, where the borrowers want to keep flexibility and don’t want to enter into a five- or 10-year, fixed-rate loan that is potentially difficult to prepay. We’re bridging them to the last turn of the rent roll before a sale or bridging them into what could be lower rates in the future. I believe that is part of a maturing landscape for the non-bank lending universe.”