Too Big to Ignore: India’s Investment Boom Is Rewriting Global Playbooks

India’s investment landscape is entering a golden phase. At the REUTERS NEXT summit, Eastspring Investments’ Chief Investment Officer spotlighted India’s exceptional positioning in the global Foreign Direct Investment (FDI) arena—thanks to a blend of policy reforms, demographic strength, and sectoral diversity.

 

Key Highlights from Eastspring’s Outlook:

 

- India attracted over $500 billion in FDI between 2014 and 2024, more than double the previous decade’s inflow

- The surge is driven by initiatives like Make in India, Digital India, and Production Linked Incentive (PLI) schemes

- FY 2024–25 alone saw $81.04 billion in FDI, a 14% jump from the previous year

- Services, software, and manufacturing sectors led the charge, with Maharashtra, Karnataka, and Delhi as top recipients

- Singapore, Mauritius, and the US emerged as leading source countries

 

Why India Stands Out:
 

- A young, tech-savvy population with rising affluence

- Rapid urbanization and digital infrastructure expansion

- Resilience against global economic slowdowns due to low export dependency

- Strategic location for supply chain diversification amid geopolitical shifts

- Government-backed incentives for clean tech, electronics, and advanced manufacturing

 

Investor Sentiment:
 

Eastspring emphasized that India’s equity market is one of the most diversified in Asia, offering alpha across sectors. With a high-conviction strategy and contrarian tilt, they see India as a long-term growth engine.

Sources: Reuters NEXT, Eastspring Investments, Economic Times CFO, Ministry of Commerce and Industry India, Eastspring Strategy Reports