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Shikhara Investment Management LP Research Hub

Explore the latest financial analysis and investment insights from Shikhara Investment Management LP. This research hub contains 1 professional report, including deep-dive coverage of regional market trends such as the Asia Insights April 2026 report.

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Asia Insights April 2026

Shikhara Investment Management LP·May 14, 2026

Shikhara's April commentary highlights a strong rebound in Asian equities driven by an AI-led supply chain squeeze and US fiscal stimulus. The firm remains bullish on Korea and Taiwan, viewing Asian markets as undervalued beneficiaries of the global industrial cycle.

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