Leading global investment firm KKR has highlighted India as a compelling investment destination, citing its stability, expanding capital markets and resilient consumer base in its 2025 Mid-Year Global Macro Outlook.
Henry McVey, chief investment officer of KKR’s Balance Sheet and Head of Global Macro and Asset Allocation, stated India’s growth prospects and favourable market conditions make it an attractive opportunity for investors.
Strong Fundamentals
India’s strong fundamentals, including its stable growth expectations and ongoing monetary easing, position it as a bright spot in the global economy. KKR’s positive outlook on India is driven by the country’s expanding capital markets, resilient consumer base and potential for operational improvement in various sectors.
KKR believes India will continue to be a long-term success story. As part of its investment strategy, KKR has invested significantly in India’s infrastructure market, particularly in renewable energy, roads, and highway projects and remains bullish on the country’s domestic consumption story.
Global Outlook
While KKR also highlighted opportunities in other markets, such as China’s technological innovation and Japan’s corporate restructuring, India stands out as a key investment destination in the Asia Pacific region.
Globally, KKR’s outlook is positive, driven by attractive financial conditions, a global easing cycle, and ongoing productivity gains. By focusing on assets with collateral-based cash flows, operational improvement potential, or inflation-linked contracts, investors can capitalise on emerging opportunities in India and other markets.