India’s rich pivot to real estate after stock returns falter
Indian markets moved higher in an infrastructure development.
· Economic Times Markets, LiveMint Markets
Investors in India are increasing their allocations towards high-yielding assets in real estate and logistics. Recent data shows a significant rise in investments through Alternative Investment Funds, nearly doubling in recent years. Family offices are now directing larger portions of their portfolios toward private credit and infrastructure while moving away from traditional investments.
The analysis
Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Market context
- Sectors in the story: Infrastructure and Real Estate.
Infrastructure
1M +1.9% · 3M -10.0%
Real Estate
1M +5.6% · 3M -5.9%
Sector moves are the average of the stocks we track in each sector.
In this story
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