Summary
The Rise of Private Equity, Private Credit, and Real Assets in India. Indian institutional investors are taking a fresh look at their traditional portfolio strategies. There is a growing emphasis on private equity, private credit, tangible assets.
Structured products are becoming an essential component of Indian institutional portfolios. Tangible assets, particularly infrastructure and real estate, are also pivotal. Investors are finding stable, inflation-protected cash flows and long-term value appreciation opportunities.
The Securities and Exchange Board of India (SEBI) has mandated enhanced ESG disclosures for listed companies. Global investors are rewarding Indian firms that demonstrate strong ESG credentials.
Indian institutional investors are at a critical crossroads, where evolving global financial trends must meet India’s growing market opportunities. Dario Schiraldi, former MD at Deutsche Bank, explains how shifting asset allocation towards private equity, private credit, and ESG investments will be key to driving long-term growth and delivering sustainable returns in India’s dynamic financial environment.
