KPMG India Aggarwal on Investing in India

The video discusses trends in India's infrastructure sector, highlighting the role of stable policies and global funds in driving growth. It covers the consolidation in the sector, driven by both international and domestic strategics, and the subdued public market outlook. The privatization of IDBI Bank is explored, noting regulatory concerns and government reforms. The video also addresses the impact of global factors on India's IPO market, predicting a short-term slowdown but maintaining a positive long-term outlook.

What are the key drivers for the positive trend in infrastructure and renewable energy investments in India?

• Stable policy regime and strong vision for sustainable energy

• Lack of interest from global funds

• Unstable policy regime and weak economic outlook

• Decline in domestic investments

Who are the main players driving consolidation in India's infrastructure sector?

• Only domestic strategics

• Only international strategics

• Both international and domestic strategics

• Neither international nor domestic strategics

What percentage of recent infrastructure deals in India were buyouts?

• 90%

• 30%

• 70%

• 50%

What is the expected impact of the subdued public market on infrastructure deals?

• Immediate positive impact

• Short-term spillover impact

• No impact at all

• Significant long-term impact

In which sectors is private equity expected to remain active in India?

• None of the sectors

• Only in the infrastructure sector

• Healthcare, pharma, and tech

• Only in the tech sector

What is the government's approach to the privatization of IDBI Bank?

• Complete disregard for regulatory concerns

• No policy framework in place

• Strong policy framework with active engagement

• Immediate privatization without consultation

What factors are affecting the revival of India's IPO market?

• Only domestic factors

• Only global factors

• Both global and domestic factors

• No factors affecting it