• Manufacturing capital needs: Ashish Dhawan stated that India requires a $1 trillion investment in manufacturing over the next decade, noting that formal sector manufacturing employs only 25 million people and genuine manufacturing FDI stands at an abysmal $20–$22 billion.
• Shortened disruption cycles: Naveen Tewari highlighted that rapid technology disruption has compressed long-term planning horizons from 10-year outlooks down to 8–12 quarters, with AI cycles shrinking to just 2–3 years.
• Brookfield India assets: Aditya Joshi noted that Brookfield manages $35 billion in AUM in India with sector returns matching or exceeding global benchmarks, backed by a patient 5- to 10-year capital deployment strategy.
• Venture debt expansion: Ishpreet Singh Gandhi explained that Stride has grown to a portfolio of around 200 companies over seven years, expanding beyond traditional startup debt education into climate funds, special situations, and international financing.