All India articles
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Asset Manager NewsActis consolidates India roads portfolio under NXT-Infra Trust, creating a scaled-up and diversified roads platform spanning over 3,000 lane km
Actis, a leading growth market investor in sustainable infrastructure, today announced the consolidation of its Indian road portfolios into a single new platform – NXT-Infra Trust – consisting of 11 road assets spanning over 3,000 lane km.
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White papersIndia’s great transformation continues
India’s economy and financial markets continue to evolve. Government incentives and strategic investment are expanding domestic manufacturing, while rising incomes are shifting spending “from essentials to extras” and “from basic to premium”. Meanwhile, easier access for foreign investors and growing domestic participation are supporting the development of India’s financial markets.
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Asset Manager NewsActis launches fourth Indian renewables platform, Leo Energies, targeting 3GW+ capacity
Actis, a leading growth market investor in sustainable infrastructure, today announced the launch of Leo Energies, its next-generation renewable energy business in India. The platform, which will target a portfolio of over 3GW of onshore wind, solar and battery storage assets, represents the fourth iteration of Actis’ demonstrated buy-and-build strategy in the Indian renewables market – a strategy that has previously delivered Ostro Energy, Sprng Energy and which continues to scale current platform BluPine Energy, which has already surpassed 3GW of capacity since its launch in 2022.
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Asset Manager NewsMapletree targets total investment value of US$2.1 billion for its Emerging Asia logistics development strategy, secures US$500 million in commitments for first close
Mapletree Investments Pte Ltd (“Mapletree” or “the Group”) has secured over US$500 million in equity commitments for the first close of its Emerging Asia logistics development strategy.
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White papersIndia’s Clean Energy Moment
Will India’s policy push create the de risked clean energy opportunities of the decade?
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White papersIndia and EU trade deal: a look beyond financial benefits
On 27 January 2026, the European Union and India have formally concluded negotiations on a landmark free trade agreement (FTA), marking a major milestone nearly two decades in the making. Legal vetting—or “textual scrubbing”—is now underway, with both sides aiming to complete the process and sign the agreement within five to six months. Once ratified, the deal is expected to enter into force in early 2027.
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White papers
India’s great transformation: opportunities for global investors
In this paper we examine the multi‑faceted transformation of India’s economy and financial markets and the implications for global investors. Among the structural drivers supporting growth we explore the scaling up of domestic manufacturing, the broadening consumption base, the improved infrastructure and strategic trade relationships, alongside ongoing policy measures to simplify taxation, strengthen data and regulatory frameworks, and improve market access.
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White papers
The Case for a Standalone India Allocation
India is rapidly emerging as a key player in the global economy, currently ranked as the fifth-largest with a nominal GDP of US$ 3.9 trillion. It is projected to become the third-largest economy by the end of the decade, with GDP expected to surpass US$ 6 trillion.
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White papers
A partnership to deliver breadth and depth on India equity
Why we are collaborating with HDFC Asset Management Company on an India strategy
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White papers
Witnessing India’s Transformation
A recent visit reaffirmed our conviction as to the pace of change in this key economy.
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White papers
India and EM are winners of the rerouting shift
We maintain a positive outlook on emerging market (EM) equities for H2 2025, driven by recovering macro momentum, stabilising inflation, and central banks on an easing path. While growth remains positive and earnings decelerate to low single digits, the key narrative is the fading US exceptionalism, highlighted by a weakening dollar and declining trust in US policy, which enhances the attractiveness of EM through repatriation and diversification flows.
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White papers
Indian assets have long-term allure as global rivalries intensify
Equity investors will have to cope with greater trade protectionism and regional rivalry, delayed climate transition, and technological transformation in the next decade. In our 2025 Capital Market Assumptions – which examine long-term return expectations for 40 global asset classes – we see shifting dynamics across equity markets, characterised by strong earnings growth in select regions, tempered by valuation challenges.
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White papers
Patient investing in India: opportunities and challenges in a rapidly changing economy
Investment returns in the subcontinent have been primarily driven by India since she liberalised her economy in 1991. Investment into one of the earlier Indian indices would have yielded compounded annual returns of approximately 9% in US dollars, from December 1992 to end of March 2025. This compares very favourably with other global and emerging market indices over the same period.
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White papers
Why Indian small and mid cap equities deserve a place in your investment portfolio?
India presents a compelling investment opportunity for global investors as it remains the fastest growing major economy in the world with an estimated GDP growth of 6.4% for FYE25 and is poised to become the 3rd largest economy by 2028. (Source: Economic Survey 2024-2025 and IMF).
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White papers
Investor stewardship priorities for India
India can appear attractive to investors, based on its strong growth opportunities and market breadth. However, certain governance challenges still present potential pitfalls for the unwary. By Sonya Likhtman, Navishka Pandit and Ross Teverson.
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Asset Manager News
Actis bolsters its Indian renewables footprint through acquisition of Stride’s 371MW portfolio
LUXEMBOURG, 24 March 2025: Actis, a leading global investor in sustainable infrastructure, has acquired a 100% stake in Stride Climate Investments (“Stride”), a solar generation asset portfolio in India, from a fund managed by Macquarie Asset Management.
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White papers
Macro brief: Growing risks to India’s demographic dividend
Ongoing talk of India’s demographic dividend is easy to understand: the country recently overtook China as the world’s most populous country and over the next 20 to 25 years, is set to become the largest contributor to the global working age cohort.
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Asset Manager News
EDF India and Actis announce strategic partnership to develop advanced metering infrastructure in India
New Delhi, 25 February 2025: EDF India today announced a strategic joint venture (JV) with Actis, a leading global investor in sustainable infrastructure. This collaboration aims to operate a dedicated platform company for Advanced Metering Infrastructure Service Provider (AMISP) concessions, reinforcing EDF India’s and Actis’ commitment to investing in the Indian power sector. Under this joint venture, EDF India and Actis will bring together their global expertise in energy solutions and infrastructure investments.
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White papers
Reasons for a standalone India allocation in a global portfolio
Explore why India’s special characteristics have contributed to equity outperformance and how dedicated exposure could bring value to investors.
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White papers
Riding ESG waves across the globe: the US and India in focus
At any surf spot in the world, you can find a cadre of wetsuit-clad wave watchers scanning the horizon of the sea. Surfing, a sport unlike any other, demands an intricate understanding of the water and weather conditions. The interplay between tides and the underwater terrain determines the height, direction and formation of wave patterns.
