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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

Distilling high-signal intelligence into digestible insights.

Nuggets · Showing 4 of 4

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FinanceGeopoliticsInvestment
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JapanKKRMacro / EconomicsMarkets & InvestmentsPE/VCReportReport, Blogs & InsightsWall 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

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UJ
Mar 27, 2026
Source
KKRPE/VCReport
+77 more tags
FinanceWall StreetTechnologyAIMacro / EconomicsReport, Blogs & InsightsMarkets & Investments

https://www.kkr.com/insights/private-equity-diversification-returns-2026

Why Private Equity? Why Now?: Reasons to Invest in Private Equity in 2026 (Feb 2026) | KKR

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UJ
Mar 1, 2026
Source
IndiaMacrosFundamentals
+1111 more tags
ReportsKKRPE/VCGeopoliticsIndia FocusedReport

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

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

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UJ
Feb 22, 2026
Source
FinanceGeopoliticsIndia
+99 more tags
India FocusedKKRMacro / EconomicsMacrosMarkets & InvestmentsPE/VCReportReport, Blogs & Insights

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
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UJ
Feb 22, 2026
Technology
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