Why We’re Allocating to Private Equity in India

India is one of the most dynamic growth markets in the world with real GDP growth coming in at a whopping 8.2% with expansion across both services and manufacturing.

India has:

• Rising incomes, strong domestic consumption, and one of the most active IPO pipelines in the world are reinforcing economic momentum.

• A young population entering peak earning and spending years, which is driving sustained domestic demand.

• Massive investment in transportation, energy, and digital infrastructure that is accelerating productivity and business formation.

• Relative political and regulatory stability creating a more predictable environment for long-term capital. In many cases, private valuations remain more attractive than public markets, creating opportunities to buy and build businesses at meaningful discounts to listed comps.

Some of the most interesting opportunities today sit inside private markets where structural growth, operational improvements, and long time horizons can compound capital in ways public markets often cannot.

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