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.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,