- Insights
Perspectives on Markets & Capital
Analysis, commentary, and thinking from the Alaya Capital team.
- Featured
- Private Markets
- April 2, 2026
Battery energy storage is no longer a niche technology play. As India accelerates its renewable transition and grid instability persists, BESS platforms are emerging as critical infrastructure — and a compelling investment thesis in their own right.
- Recent
- IT
- December 30, 2025
The global information technology (IT) sector approaches 2026 at a critical inflection point, contending with persistent macroeconomic headwinds while simultaneously on the cusp of significant transformation driven by artificial intelligence (AI).
- Family Office
- February 18, 2025
What separates family wealth that compounds across generations from wealth that erodes? The answer is rarely investment returns — it's governance. A framework for thinking about structure, succession, and continuity.
- Healthcare
- January 18, 2025
India imports over 80% of its medical devices. The policy environment has shifted — and capital is following. We examine the structural opportunity in healthcare manufacturing through the lens of our dialyser transaction.
- Newsletter
Perspectives, direct to your inbox.
Market commentary, transaction insights, and thinking on capital — for corporates, family offices, and sophisticated investors.