JOURNAL

Insights that Shape Investment Thinking.

Stay informed with ARCA's latest research, market views, and thought leadership across real estate, hospitality, digital infrastructure, and alternative investments.

Market Outlook

March 2026

India is Changing, and so is its Real Asset Investor

Having observed India’s real estate over 2 decades through various lenses as a lender, developer and fund manager, my view is that India is now primed for the next wave of alternative investment opportunities.

Market Outlook

September 2025

Why Alternatives Matter in a High-Volatility 2025

A data-backed deep dive for investors and allocators — with practical steps and an ARCA-style framework for risk-adjusted returns.

Industry Analysis

October 2025

Alternatives Industry – 2025 So Far and Outlook for FY-2026 in India

Recent developments—from unfolding global economic shifts to policy decisions and geopolitical uncertainties—have redefined how investors view alternative assets.