Shikhara Investment Management LP Research Hub

Shikhara Investment Management LP remains focused on the structural tailwinds within the AI semiconductor value chain, supported by a significant 16.3% rebound in the MSCI AC Asia Ex-Japan Index during April 2026. This recovery, spurred by geopolitical de-escalation and the US 'One Big Beautiful Bill Act' (OBBBA), highlights an ongoing global industrial renaissance that the firm is actively capitalizing on. Current research underscores an acute tightness in AI supply chains, reinforcing the firm’s high-conviction positions in established hardware leaders such as TSMC and Samsung. Looking forward, Shikhara is broadening its strategic scope to include potential growth within optical networking and the wider Asian industrial sector. These findings suggest a tactical shift toward capturing long-term value from the fiscal stimulus and sustained demand for high-performance computing infrastructure. The firm continues to prioritize regional opportunities that are most directly tethered to the robust recovery of the broader Asian market.