The PE firm also sees opportunities in logistics and digital infra segments.
India is a compelling strategic allocation within emerging markets according to private equity firm KKR, which in its mid-year global review has painted a flattering picture of the country for its stability and diversification benefits.
“While we anticipate a modest depreciation of the rupee, this can be hedged, and the core investment thesis remains compelling,” said the US-based firm, that globally managed assets of $664 billion at the end of March.
The private equity firm, which has stayed away from the Indian real estate sector compared to many of its peers, is seeing opportunities emerging in the sector in the country, as part of an overall focus on Asia real estate.
“…. we see opportunities emerging in markets like Japan, India, and South East Asia, where real estate cycles are either early or just starting to turn,” the PE firm said. “We view Asia Real Estate as a high-conviction investment idea where structural growth and market dislocation converge.”
It said it saw opportunities in segments such as logistics and digital infrastructure.
Investment hub
On India as an attractive investment destination, it said that in a volatile global environment the country’s stability, ongoing reforms and resilient consumer base “created a differentiated and increasingly scalable opportunity.”
KKR has invested more than $11 billion in India over two decades and last year its co-founder Henry Kravis had said it would deploy $10 billion more in the country at a faster pace.
Other global asset managers and investment firms such as Blackstone, Brookfield and Temasek have picked up their pace of investments in India, from where they see superior returns compared to some of the more developed markets.
“Its equity market correlation with global indices has decreased — and the sheer scale of its economy is expected to unlock significant private sector opportunities over the next decade,” KKR said.
Published on July 18, 2025