01 Oct 2026
Strikes in the Gulf changing rules behind India’s big-money bets
21 Aug 2026
21 Aug 2026
This is a link-enhanced version of an article that first appeared in The Economic Times.
Article Overview:
The article examines how geopolitical risks are increasingly shaping private equity deal-making in India, prompting investors to adopt more selective and resilience-focused investment strategies rather than retreating from the market. It highlights how investment volumes declined in 2025 while average deal sizes increased as capital became more concentrated in manufacturing, financial services and export-oriented sectors. The story also considers how exposure to global technology spending, tariff uncertainty and valuation resets is affecting investment activity, while India continues to remain attractive due to its market scale, manufacturing depth and policy support. It further highlights the growing importance of regulatory preparedness as foreign investment screening and ownership disclosure requirements evolve.
Our Partner, Yogesh Singh, shared his perspective. Here’s what he had to say:
“Sectors more exposed to global technology spending, tariff uncertainty and valuation resets have witnessed slower investment activity.”
“Investors are now evaluating sanctions compliance, payment flows, shipping routes, raw-material availability, energy cost pass-through and regulatory approvals much earlier in transactions. Foreign investment screening, merger-control thresholds and beneficial ownership assessments are also assuming greater importance in cross-border deals.”
“India remains an attractive destination because of its market scale, manufacturing depth, digital infrastructure, improving exit avenues and policy support. India’s regulatory framework has evolved alongside geopolitical developments, with changes to foreign investment screening, merger control thresholds and beneficial ownership rules making regulatory preparedness an increasingly important part of transaction planning.”
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