India’s reduced vulnerability to global trade disruptions, combined with improving policy frameworks and infrastructure development, creates a compelling case for foreign investment across multiple asset classes and sectors.
The Karan Thapar family office invests directly in private equity to align with its core businesses, focusing on mature companies. The Indian family office is also open to private equity funds that invest in international markets, particularly in sectors like deep tech.
As Norges Bank Investment Management (NBIM) increases its India exposure during a notable market cooling, experts debate the wisdom of concentrated bets in emerging markets.
The family office of India’s Thermax Group is looking at a staggered increase in the allocation to Indian equities, citing unique growth opportunities and favourable valuations compared to developed global markets.
India's demographic dividend, coupled with robust policy reforms, positions it as APAC's emerging powerhouse, excelling in IT services, consumer spending, infrastructure, and real estate.
Global sovereign wealth funds reached $13 trillion in assets, with Gulf states deploying a record $82 billion and Asian funds dominating digital infrastructure deals. Mubadala led with $29.2 billion across 52 investments.