Värde Partners’ Haseeb Malik, Partner and 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. He also pointed to expected M&A activity from strengthened corporate balance sheets as a lending opportunity and welcomed the opening of Indian retail bond markets as a positive for portfolio diversification and long-term capital markets development.
