Why 2026 is the year to reset debt allocation in portfolios, Bhavdeep Bhatt of Northern Arc Investment Managers decodes

India's strong growth and domestic liquidity support a well-priced equity market. However, retail debt allocation has declined, prompting a strategic reset. Northern Arc Investment Managers emphasizes credit solutions, focusing on high-quality and private credit. The firm sees significant opportunity in India's private credit market, especially for MSMEs, expecting resilient performance and risk-adjusted returns.