India Is Full of Opportunity. That Does Not Mean Every Opportunity Is Good India is full of opportunity. That part is real. The World Bank still projects India to grow 6.6% in FY27 , and says the economy has nearly quadrupled in real terms since 2000 , with per capita income almost tripling over the same period. India’s listed equity market was worth about $4.81 trillion on the NSE snapshot dated June 9, 2026 , and official data says gross FDI inflows into the country reached roughly $1.1 trillion from April 2000 to June 2025 . But this is where we think investors need to slow down. A strong India story does not automatically make every idea a good allocation. In our view, evaluating investment opportunities in India starts with a better filter, not a stronger narrative. A good investment opportunity still has to stand up to route, structure, governance, and portfolio-fit questions. A useful filter usually comes down to five questions: What is the actual opportunity? How is i...