In Episode 23 of the Dakota Research Podcast, we explore why India is emerging as one of the most attractive global investment destinations. With sustained GDP growth of 6–7% annually, a young population, and increasingly favorable policy frameworks, the country is rapidly transforming from a high-risk emerging market to a high-conviction growth story.
We dive into the macro and policy backdrop fueling this transformation, including India’s ambitious industrial programs like the Production Linked Incentive (PLI) scheme and the National Green Hydrogen Mission. These initiatives are driving capital flows into manufacturing, clean energy, semiconductors, and digital infrastructure—sectors at the heart of India’s structural growth engine.
The episode also highlights the evolving private equity and venture capital landscape. In 2024 alone, India saw $43 billion in PE/VC deal activity and $33 billion in exits, signaling a maturing market. Global investors—particularly from the U.S., Europe, and the Middle East—are scaling up commitments through India-dedicated funds and regional strategies.
Listeners will gain insights into key themes like energy transition, digital public infrastructure, financial services, space tech, and healthcare. We also discuss the growing depth of India’s capital markets, with structures like GIFT City, REITs, InvITs, and private credit platforms offering new access points and exit options.
Whether you're an allocator, asset manager, or investment strategist, this episode provides a timely and comprehensive guide to navigating India’s dynamic investment landscape heading into 2030.
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