KKR plans to invest tens of billions of dollars in India over the next 5-10 years, identifying it as a priority strategic market. The firm sees compelling opportunities in India’s consumption, growth, and digital advancements, alongside infrastructure and private credit. While valuations have risen, KKR believes they remain attractive relative to the country’s strong growth prospects.
Budget 2026: Why market may shift from broad rallies to stock-specific bets
A key shift we expect is transition in policy emphasis from stimulating consumption to enabling production, reflecting a broader economic pivot from a ‘Buy India’