• Manufacturing investment needs: India requires a $1 trillion investment in manufacturing over the next decade to generate 40 to 50 million jobs and scale exports from $450 billion to $2 trillion, particularly as current manufacturing FDI is only $20 to $22 billion.
• Global AI strategy: Rather than competing in capital-intensive horizontal foundational models, Indian companies are positioned to build hybrid vertical AI models from India for the global market amid shortened 2- to 3-year disruption cycles.
• Domestic public listings: The Indian public market has matured into a premier listing venue for new-age tech companies, supported by robust domestic liquidity and an operational shift toward generating sustainable free cash flow.
• Patient capital deployment: Long-term institutional investors are committing patient capital across 5- to 10-year horizons, with Brookfield expanding its Indian portfolio to $35 billion in assets under management delivering returns that match or exceed global benchmarks.