Carlyle Group Inc
Inside India newsletter: Tariffs and Iran war threaten India’s $100 billion garments export goal
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest growing large economy. Just as India’s textile industry was beginning to stabilize after U.S. tariffs, it received another blow. Industry leaders tell me the Iran […]
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Macquarie: India could emerge as an ‘AI powerhouse’ and names top stocks to watch
Despite being a global software powerhouse, India has been perceived as a laggard in the artificial intelligence space, with no current domestic chip industry or full-scale foundational AI model . But that narrative is set to change, according to Macquarie. The narrative of India as an AI bystander could shift to it being an “AI […]
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Inside India newsletter: The worst might not be over for Indian equities
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest growing large economy. Indian markets have been rattled by the Iran war, with foreign investors fleeing and valuations slipping to rare lows. But fund managers […]
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Why $4 a gallon gas prices won’t trigger Fed interest rate hikes — and could lead to cuts
Gas prices are displayed at a Mobil gas station on March 30, 2026 in Pasadena, California. Mario Tama | Getty Images Gasoline prices over $4 a gallon, part of an ongoing supply shock in the energy markets, might seem like a cue for the Federal Reserve to raise interest rates to head off inflation. At […]
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Indian mobile giant Airtel raises $1 billion for data centers from Carlyle, other PE firms
A Bharti Airtel office building pictured in Gurugram, on the outskirts of New Delhi. Pacific Press | Lightrocket | Getty Images India’s telecom giant Bharti Airtel has raised $1 billion for its data center arm — Nxtra Data — from private equity firms Alpha Wave, Carlyle and Anchorage Capital, underscoring a growing global interest in […]
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Stocks making the biggest moves midday: Fannie Mae, Boston Scientific, Blackstone, Palo Alto Networks and more
Check out the companies making the biggest moves in midday trading: Fannie Mae , Freddie Mac — Shares of the mortgage financing companies rallied after Pershing Square Capital Management’s Bill Ackman said in an X post late Sunday that the stocks are “stupidly cheap.” The billionaire investor suggested shares could rise 10-fold. Shares of Federal […]
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‘Not unlike tariffs’: Iran war threatens to deepen Asia private equity’s worst fundraising slump in a decade
Blackstone Group’s logo on display during the opening of the company’s new office in Singapore. Munshi Ahmed | Bloomberg | Getty Images Since the pandemic, private equity funds focused on Asia have struggled to raise money, as the industry sat on massive unsold assets and idle dry powder. Signs of growing confidence began to emerge […]
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Private credit cracks open door for Wall Street banks’ comeback: ‘The tug of war is just starting’
Wall Street, Manhattan, New York. Andrey Denisyuk | Moment | Getty Images Wall Street banks may finally be getting a long-awaited opening to claw back market share from private credit lenders. After a decade in which private credit lenders grew rapidly and took over a large share of financing for leveraged buyouts, signs of strain […]
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Family offices make opportunistic bets on real estate as investors sit on sidelines
Colorful epic aerial panorama of San Francisco skyline downtown with business building skyscraper and waterfront at twilight in California, USA. Prasit Photo | Moment | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, […]
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Private credit’s ‘zero-loss fantasy’ is coming to an end as defaults and fund exits rise
Deteriorating asset quality, collateral markdowns and a growing rush for the exits are rattling private credit markets and prompting comparisons to the Global Financial Crisis. But a spike in loan defaults, while painful, could help shake out pockets of stress from the $3 trillion sector and provide what one industry pro calls a “healthy reset” […]
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