Insights
Research, guides and field notes on asset-backed investing across India and the UAE — from the desk of Pyse Capital.
Capital is abundant and demand is proven, yet allocators struggle to deploy into real assets on terms they trust. The binding constraint this cycle is actually formation - the operational work of carrying an asset to a financeable state.
“Asset-backed” is used as a label of safety across private markets, but it describes a quality that has to be built and maintained — and the work behind the label decides whether a claim is real or decorative.
A guide to asset-backed investing in India: how it differs from ABS, why it's emerging now, and how HNIs and wealth managers should evaluate it.
The real bottleneck in AI infrastructure isn't chips or software - it's land, power and grid access. Here's why origination will decide who scales.