 "capital market, Indian Companies")
Over the last two decades, global private equity (PE) firms have approached Asia with an overarching thesis: Capture growth by backing emerging champions in fast-growing economies. For years, this led to capital concentration in China — a market defined by scale, speed, and early-stage dynamism. But as China contends with mounting geopolitical scrutiny, tariff wars, and structural slowdown, the Asian investment lens is undergoing a quiet recalibration. Increasingly, global general partners (GPs) are not just diversifying beyond China — they are re-prioritising India as a long-term strategic hub, rather than merely a hedge.
This shift is not driven by capital
Disclaimer: These are personal views of the writer. They do not necessarily reflect the opinion of www.business-standard.com or the Business Standard newspaper
