investinindia

India keeps showing up in global allocation conversations for a simple reason: it offers a rare mix of scale, domestic demand, and capital-market depth. For an allocator, the question is not if there is an investment opportunity India represents. The question is how to access those investment opportunities in a way that stays operationally clean, tax-aware, and governance-ready. Where The Opportunity Tends To Sit Cross-border investors usually look at India through a few repeatable lenses: Consumption and domestic demand, driven by rising incomes and formalisation Infrastructure and transition themes, including the ecosystem around them Financialisation, as participation and capital-market depth expands Public-market breadth, which can express multiple sectors without building an operating footprint This is also why many investors who already invest in market exposures eventually ask how India fits into the “alternatives” sleeve. The intent is often to invest in alternative assets o...

  A private banker hears it first as a throwaway line: “We want some alternatives.” A family office PM phrases it differently: “We need a sleeve that doesn’t behave like our listed book.” Either way, the request is rarely about definitions. The request is about portfolio role, structure, and control. Alternative investments are generally defined as investments other than traditional stocks and bonds, often describing assets and strategies that are not traded on public exchanges and sit in what many people call private markets. The alternative investment market most commonly includes private equity, private credit, real assets, and hedge fund strategies. Why Alternatives Exist in Serious Portfolios (beyond the buzzword) Allocators use alternatives because they can do things public markets struggle to package neatly: Different return drivers: Private credit is not equity beta. Infrastructure is not growth stock momentum. Different time horizon: Many strategies are designed to compou...