17 Sep 2026


This is a link enhanced version of the article that first appeared in Bloomberg.
Article Overview:
The article examines growing global investor interest in Indian infrastructure assets, spanning data centers, renewable energy, airports, roads and other emerging infrastructure segments. It highlights major investment plans and transactions involving global private equity and infrastructure investors, while also examining how the investment landscape has expanded beyond traditional roads and renewables. The article further looks at challenges around asset availability, risk allocation and valuation, particularly as investors factor in financing costs, currency exposure, geopolitical risks and competing opportunities across the region.
Our Partner, Neeraj Menon, shared his perspective. Here’s what he had to say:
“Five years ago, a conversation with investors was mostly around roads and renewables.Today it includes storage, energy transition, data centers, digital infrastructure, advanced manufacturing, ports and power transmission.”
“Still, there is a question over whether there are enough assets where risk allocation and valuation work for both sides. Valuation gaps can be significant, particularly once investors factor in financing costs, currency exposure, geopolitical risk and opportunities elsewhere in the region.”
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