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Geopolitics | Global power, conflict & policy

GeopoliticsGlobal power, conflict, and policy intelligenceShowing 3 of 3

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

GeopoliticsShowing 3 of 3

Thoughts from the Road: Japan (March 2026) | KKR | Report

**KKR Japan — Thoughts from the Road** *Henry McVey (Head, Global Macro & Asset Allocation) & Team* *Field report following meetings with CEOs, policymakers, and investors in Tokyo* **Bottom line**

Mar 27, 2026·Finance

https://www.kkr.com/insights/2026-india-thoughts-from-the-road

*KKR's Thoughts From the Road : India (Feb 2026) | Intresting charts from report*

Feb 22, 2026·India

Thoughts From the Road | India | February 2026 | KKR

**I. Executive Overview & Core Thesis** **Trip Context** - February 2026 visit across multiple Indian cities including Mumbai, Delhi, Gurugram, and Jaipur. - Meetings held with regulators, CEOs, policymakers, and portfolio managers. - Conclusion: **India presents significant capital deployment and monetization opportunities** across: - Private Equity - Infrastructure - Climate - Credit

Feb 22, 2026·Finance

Finance Geopolitics Investment

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Japan KKR Macro / Economics Markets & Investments PE/VC Report Report, Blogs & Insights Wall Street

Thoughts from the Road: Japan (March 2026) | KKR | Report

KKR Japan — Thoughts from the Road Henry McVey (Head, Global Macro & Asset Allocation) & Team

Field report following meetings with CEOs, policymakers, and investors in Tokyo

Bottom line

View Full Article

UJ

Mar 27, 2026

Finance Geopolitics India

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Macros

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Reports KKR PE/VC Geopolitics India Focused Report Technology AI Finance Report, Blogs & Insights Markets & Investments

https://www.kkr.com/insights/2026-india-thoughts-from-the-road

KKR's Thoughts From the Road : India (Feb 2026) | Intresting charts from report

View Full Article

UJ

Feb 22, 2026

India Focused KKR Macro / Economics Macros Markets & Investments PE/VC Report Report, Blogs & Insights Wall Street

Thoughts From the Road | India | February 2026 | KKR

I. Executive Overview & Core Thesis

Trip Context

February 2026 visit across multiple Indian cities including Mumbai, Delhi, Gurugram, and Jaipur.
Meetings held with regulators, CEOs, policymakers, and portfolio managers.
Conclusion: India presents significant capital deployment and monetization opportunities across:
Private Equity
Infrastructure
Climate
Credit

View Full Article

UJ

Feb 22, 2026