Kedaara Capital's Manish Kejriwal at Davos 2026 highlighted India's emergence as a preferred investment destination as global capital reallocates from China due to geopolitical changes and poor returns. While currency depreciation affects foreign investors, pan-Asian funds are increasing India allocation, making larger deals more expensive. Valuations remain the primary constraint in deal-making despite strong investor appetite, with increased exit activity and robust domestic IPO flows driven by SIP money creating sustainable market strength.
Global Capital Shifts from China to India as Geopolitics Reshape Investment Flows: Kedaara Capital
