KKR will deploy its next $10 billion in India faster than before, says founder Henry Kravis

“I guess, people made a lot of money after Covid and they are looking for avenues to invest. Even after this runup, many are sitting on a significant amount of cash. So, even now, the liquidity is not completely exhausted. I guess it is just the money which was probably printed during the Covid times, which is still making rounds.”

“There is a certainty in India that one allows one to think from a 15-20 year perspective. There is a kind of money which we are expecting. I will be personally very surprised that after May election, political instability, if $100 billion does not come in India through bonds and equity. Normally $15-20 billion comes.”

JPMorgan chairman and CEO, Jamie Dimon, believes that global financial metrics could worsen before improving. He sees a shift in supply chains from China to India due to resilience reasons, not anger towards China. Dimon highlights the need for fair regulations, transparency, consistency of taxes, and rule of law to attract more businesses to India. He also discusses the potential risks of rising interest rates and said JPM is now ready to face even 7% Fed rate. Dimon expresses his confidence in the enduring India-US partnership and JPMorgan's commitment to India.

As long as the job market doesnt show signs of weakness, equity markets may not correct much. Inflation is under control as far as our economy is concerned and falling crude oil prices will only help.

I think with the larger size of the opportunities, the scale itself becomes much larger, much larger. So, today is actually probably the best time in the history of modern India that you should be out there investing because a $3 trillion economy will grow. You will simply add $150-200 billion in GDP every year, which used to be the GDP when I entered the market, just the scale is massive. Nothing is lost. It is not too late. Get in now.

“We are seeing the earnings growth trajectory of India led by banks, the capital goods sector doing very well and FII inflows. In the last week or two, FYTD is up a solid $18 billion. But yet, over three years, we are a negative number. If India's GDP is growing at four times that of the rest of the world, the risk-off trade should be a big vantage point for India.”

“If you have money which is needed after 10 years plus, then having a slightly higher equity, even to the extent of 80% equity would be good to have in the portfolio. So, look at your asset allocations; five to six years, 65 to 75% equity, if more than that, then you can have 80% equity.”

So, investors should be aware that just because India is doing well, it doesn't mean that markets will continue to move only in one direction. As an investor, you must focus on quality, buy good companies run by good managers and those available at a good price. Retail investors have the luxury of taking a longer term view. They don't have to worry about 6-12 months performance or the volatility and so on and so forth.

India News: India is poised to rise among emerging markets in this decade, driven by remarkable expansion in direct and fixed asset investment, Capital Group sai

The new platform, called Clarus, has hit a first close of around ₹500 crore for its maiden fund in a month from its launch, said senior executives of the PE firm. It is a category-3, open-ended fund.