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Data centre firm GDS's figures don’t stack up: short seller

Temasek-backed GDS is taking advantage of blind euphoria over data centres' growth prospects, Blue Orca says. GDS hits back. Whether the claims are true or not investors should take a more critical look at serial capital-raisers using lofty valuations to make acquisitions.
August 01, 2018

Too much money chasing China distress

Funds are rapidly raising cash to invest in soured Chinese loans but a few leading private market investors question whether the capital can be put to work profitably.
October 16, 2017

How to avoid the pitfalls in private credit

Steer clear of mezzanine in Asia and China NPL funds, says Hamilton Lane. The private markets investor's ideal credit portfolio is a blend of special situations and direct lending.
October 08, 2017