This week, we delve into how India is becoming a key investment hub amidst global caution, while China reevaluates its private equity exposure in the US. Separately, the startling tariffs on solar panels from four SE Asian countries could hold limited opportunity for some quarters.
India set for ‘a winner takes all’ model in 2025
In a world rocked by economic uncertainty, geopolitical tremors, and renewed protectionism, private equity (PE) investors are signalling one thing loud and clear: India is a safe bet. And the numbers back it up.
From global powerhouses like KKR to state investors such as Singapore’s Temasek, PE investments in India surged to $8.56 billion between January 1 and April 15 this year, eclipsing the $8.33 billion recorded in the same period of 2024, according to data from Venture Intelligence.
Deal volume is also holding steady, with 110 transactions already in the bag in the said period, nearly matching the 116 from January to April last year.
This isn’t a mere coincidence – it’s a conscious shift. In today’s volatile environment, capital is flowing towards safety and stability. And that means backing markets with robust domestic demand and sectors that are largely shielded from global shocks. That’s exactly where India stands out.
