主なハイライト
- India is gaining importance in global portfolios, supported by strong fundamentals and improving institutional frameworks, though execution and scalability remain key considerations.
- Office demand remains robust, anchored by GCC expansion, with a clear shift toward high-quality, future-ready assets and emerging sectors such as data centres and flexible workspaces.
- The investment landscape in India offers a compelling growth and yield proposition, with private credit and expanding domestic capital strengthening market depth and capital deployment.
- Infrastructure is evolving into scalable, yield-generating platforms, supported by policy continuity, monetisation strategies, and increasing domestic capital participation.
- REITs and InvITs are accelerating institutionalisation in India by improving liquidity, transparency, and enabling capital recycling, with significant room for expansion.
- India’s retail sector is entering a new growth phase, driven by rising consumption and a shift toward experience-led, mixed-use developments.
