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Global capital, Indian growth rhythm shape Asia's investment lens

The Asian investment lens is undergoing a quiet recalibration with global general partners re-prioritising India as a long-term strategic hub, but with a local twist

capital market, Indian Companies
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The realignment of strategy by global funds is not simply about replacing China with India. (ILLUSTRATION: AJAYA MOHANTY)

Puneet GuptaSiddharth Shekhar Singh

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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
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