Lighthouse Canton

Lighthouse Canton Lighthouse Canton is a global investment institution based in Singapore with wealth & asset management across Singapore, Dubai, London and India.

SEBI Registrations & Regulatory Information: https://www.lighthouse-canton.com/in/regulatory-information-aif

The consensus on Indian equities has hardened around a simple logic: AI is a semiconductor story, India has none, so Ind...
02/06/2026

The consensus on Indian equities has hardened around a simple logic: AI is a semiconductor story, India has none, so India sits this cycle out. Lighthouse Canton's India desk disagrees.

Read the first edition of The Beam at https://okt.to/SFUjEk

Abhay Laijawala, MD and Chief Investment Officer for India, argues that India is the infrastructure layer the AI trade depends on and one of the most under-owned opportunities in emerging markets today. The Nifty tells one story. The market that is actually moving tells another.

The Beam is Canton's weekly note on Indian equities: one focused perspective, every week, on a market we believe is among the most consequential and most misread in the emerging world.

02/06/2026

After more than 25 years advising families within a global private bank, Stella Lau made the strategic decision to join an independent global wealth manager. Today, she leads Lighthouse Canton’s Singapore wealth management practice as Managing Director, Wealth Management Greater China.

In this edition of LC PIVOT, she shares what shaped that decision, what she was looking for in an independent firm, and what it has meant to come to work years later with the same conviction she started with.

26/05/2026

Some days ask us to pause. To reflect on what we hold, what we give, and what we hope for.

Eid al-Adha is one of those days. May it bring peace to your home and hope to your year.

Lighthouse Canton wishes you Eid al-Adha Mubarak.

| |

Private credit in India is reshaping how growth capital flows across sectors. Gupta, Managing Director and Business Head...
25/05/2026

Private credit in India is reshaping how growth capital flows across sectors.

Gupta, Managing Director and Business Head, India Alternatives (Credit and Hybrid Strategies), Canton will be speaking alongside industry voices on how the asset class is maturing, where the opportunities are emerging, and what this means for India's next phase of economic growth.

The session will unpack the evolution of private credit in India, the sectors fuelling momentum, and the regulatory and structural shifts redefining how growth capital is accessed.

Read More: https://okt.to/2nip4f

22/05/2026

Can a people-first culture still be a competitive advantage in the age of AI?

In the latest episode of the Canton IDEAs Podcast, our Managing Director and CHRO, Sheel Kunwar, shares why people remain the real differentiator in an era defined by technology, and how a boundaryless culture across Singapore, Dubai, India and London holds it all together.

"An average strategy implemented by a great collaborative team has led to the success of the organisation."

A glimpse into what she explores:

• Why people, not strategy alone, decide how organisations perform
• Building one shared culture across four global offices
• Creating the environment, resources and meaningful work that let people do their best
• The open communication, transparency and access that keep a global team connected

Watch the complete podcast: https://okt.to/C0ZvnY

Equity markets have spent most of the year priced for a clean resolution to the Iran conflict. Over the last two session...
22/05/2026

Equity markets have spent most of the year priced for a clean resolution to the Iran conflict. Over the last two sessions, that confidence has begun to wobble.

Read the full article here → https://okt.to/b9r8Lg

A follow-on to Strait & Narrow, Canton's Q2 2026 outlook, this note operationalises the inflation risk we flagged into a defined equity portfolio risk management framework.

Our framework is built on one principle: the best risk management tools cost little to hold, earn positively in the base case, and deliver explosive convexity if the risk we are managing actually surfaces.

Four prongs. Energy and fertilizers. Tanker shipping. Defence. A precision rates hedge through in-the-money TLT puts.

Read Lighthouse Canton's Q2 2026 outlook, Strait & Narrow → https://okt.to/SgVdPr

Where does private credit end and public fixed income begin?BDC bonds sit right on that line, and most credit frameworks...
20/05/2026

Where does private credit end and public fixed income begin?

BDC bonds sit right on that line, and most credit frameworks don't quite know what to do with them.

In our latest Fixed Income Insight, Joydeb Chatterjee, CFA, Executive Director, Investment Advisory and Fixed Income Selections at Lighthouse Canton, makes the case for a different mental model: levered private credit with quarterly marks, not plain-vanilla financial-sector debt. The case rests on issuer discipline, not sector beta. In this sector, the highest coupon is rarely the best credit risk.

Read the full note: https://okt.to/aqZidL

Welcoming Abhay Laijawala as Chief Investment Officer, India.Abhay joins Lighthouse Canton with over three decades of ex...
19/05/2026

Welcoming Abhay Laijawala as Chief Investment Officer, India.

Abhay joins Lighthouse Canton with over three decades of experience in Indian equities, a career that has tracked the market's evolution from its opening to foreign institutional investors post the reforms through to today's five-trillion-dollar equity market.

His appointment comes at a defining moment for our India business. We are scaling our India wealth and asset management platform to USD 4 billion by 2027, growing our presence from six to twenty cities, and expanding our team from 220 to over 400 professionals over the next two years.

India sits at the heart of our broader ambition to reach USD 10 billion in assets under management by 2027. Reporting to Group CIO Sunil Garg, CMT, Abhay will lead the India investment strategy and the country's contribution to our global investment platform, including asset allocation, client portfolios, and the development of differentiated, high-conviction themes.

Welcome to Lighthouse Canton, Abhay.

19/05/2026

Memory is Fickle
Memory is fickle - especially human memory. Micron is up nearly 140% year-to-date, SanDisk up over 400%, and the first-ever pure-play memory ETF is up over 70% since April. The structural case is real - HBM sold out through 2027, shortages confirmed by Samsung’s memory chief just weeks ago. But cyclical stocks are best bought on high PEs and sold on low PEs - and trading under 10 times forward earnings near peak cycle is the market telling you the clock is ticking, not offering a bargain. Participate with precision. Define your levels. Let the cycle come to you.

Address

16 Collyer Quay, 11-02, Income At Raffles
Singapore
049318

Opening Hours

Monday 09:00 - 19:00
Tuesday 09:00 - 19:00
Wednesday 09:00 - 19:00
Thursday 09:00 - 19:00
Friday 09:00 - 19:00

Telephone

+6567130570

Website

Alerts

Be the first to know and let us send you an email when Lighthouse Canton posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lighthouse Canton:

Shortcuts

Share

Category