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India remains one of Asia’s most important long-term growth markets, underpinned by strong domestic demand, rapid digitization, expanding infrastructure, and deepening capital markets. As global investors reassess exposure, India’s investment case is entering a more sophisticated phase, shaped by valuations, exits, currency risk, regulatory implementation, and depth of investable opportunities. This session will examine how investors are underwriting India across public and private markets, infrastructure, and real assets, and how strategic infrastructure, from energy to digital systems, could shape the next phase of capital formation. Where are investors finding the most attractive risk-adjusted opportunities in India today? What will it take to move global institutions from long-term interest to deeper conviction?
