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The thinking behind the moves.

The thinking behind the moves.

Field notes on capital, markets, technology, and the deals shaping what comes next.

AI + Energy

AI needs power. Here's where the capital is moving

A data-centre buidout is colliding with the energy transition, reshaping infrastructure investing.

A data-centre buidout is colliding with the energy transition, reshaping infrastructure investing.

Mahalaxmi Ravichandran Vijayakumari

Credit

Why private credit keeps growing

Banks are retreating from the middle market — and institutional capital is stepping into the space.

Banks are retreating from the middle market — and institutional capital is stepping into the space.

Mahalaxmi Ravichandran Vijayakumari

Commercial Real Estate

The Office Isn't Dead. But It's Definitely in Trouble.

$2.5 trillion in commercial real estate debt is coming due over three years. Offices are emptier than ever, values are down 37%, and the refinancing math doesn't work. Here's where the stress is and where the money is moving.

$2.5 trillion in commercial real estate debt is coming due over three years. Offices are emptier than ever, values are down 37%, and the refinancing math doesn't work. Here's where the stress is and where the money is moving.

Mahalaxmi Ravichandran Vijayakumari

Indian Startups

India's Startup Scene Is Back. But It's Not 2021.

Indian startups raised $4.1B in Q2 2026. CRED got $900M from Meta. A spacetech company became a unicorn. But this isn't the 2021 hype cycle, investors are only backing companies with real revenue and a credible path to IPO.

Indian startups raised $4.1B in Q2 2026. CRED got $900M from Meta. A spacetech company became a unicorn. But this isn't the 2021 hype cycle, investors are only backing companies with real revenue and a credible path to IPO.

Mahalaxmi Ravichandran Vijayakumari

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