South Korea and India are emerging as attractive destinations for private debt investors, according to SC Lowy CEO Michel Lowy. With China's economic growth slowing and geopolitical risks rising, Lowy's investment firm is shifting its focus to these two Asian economies. South Korea, with a projected GDP growth of 2.3% this year, and India, expected to expand by 6.5%, offer promising opportunities for private debt investments.
SC Lowy, managing $1.5 billion in funds, sees potential in real estate and manufacturing sectors in both countries. Lowy highlighted South Korea's strong legal system, creditor rights protection, and efficient processes, making it an attractive market for investors. However, barriers to entry, such as language and regulatory complexities, pose challenges for foreign investors.
