Tag : india

As regulators tighten standards and LPs demand clearer attribution, the sovereign-backed manager is embedding ESG controls into its legal frameworks, governance processes and portfolio-wide data systems.

The CIO of India’s National Investment and Infrastructure Fund says ESG is becoming more relevant to underwriting and exits, even as the industry struggles to prove which interventions create measurable value.

Mephezalea has reduced its exposure to fixed income and moved the allocation towards Infrastructure Investment Trusts, which it says is a higher-yield alternative of the same credit quality.

Selling the family business is often the easy part; finding a new collective "why" is the challenge. Leena Dandekar, founder and chairperson of Raintree Family Office and Raintree Foundation, shares her roadmap.

A decisive investor pivot toward tangible cash exits is forcing Indian fund managers to prioritise liquidity over peak-era paper valuations.

Indian equities sitting on the ‘wrong side’ of AI trade could offer investors a shield against Taiwan and South Korea’s semiconductor volatility.

Senior partner Anurag Agrawal says India’s leading impact investor is reshaping its 2026 playbook as inflation steadies, interest rates fall and geopolitical risks rise.

The landmark agreement between New Delhi and Washington cuts tariffs, stabilises the rupee and removes key overhangs for Indian equities.

India and Southeast Asia are becoming innovation powerhouses as AI, climate investment, and supply chain diversification converge to create unprecedented opportunities.

With GDP growth forecast at 6.5-7%, India is emerging as a durable growth story for 2026—though trade tensions and valuations remain key risks to watch.

HDFC Pension's CEO explains how expanded equity access, commodities exposure, and REIT flexibility will reshape the $177 billion NPS landscape over the next five years.

Nearly half of new listings now trade below offer price, as enthusiasm-driven valuations collide with stricter fundamentals.