– Infrastructure and Real-Asset Strategies: India’s Advantage vs the World

Overview:
Real assets are a global inflation hedge. India offers rare growth plus yield.

Key Points:

• Global unlisted infrastructure assets exceeded United States dollars 1.1 trillion in 2025; India’s private infrastructure pool ≈ United States dollars 45 billion, growing > 20 percent annually.
• Sectors: renewable energy, roads, transmission, logistics parks, data centres.
• Typical return profile in India: 11–14 percent for operating assets, higher for build-out with construction risk; developed markets often 6–9 percent.
• Environmental, social and governance overlay: India targets 500 gigawatts of non-fossil capacity by 2030; capital need United States dollars 300–350 billion this decade.
• Comparison: United States offers size and stability; India offers pipeline velocity and demand growth—power consumption per capita still < 30 percent of Organisation for Economic Co-operation and Development average.
• Risks to underwrite: state-utility payment track record, land and permits, currency hedging for offshore investors.

Truvest Capital Insight:
Where the grid is growing, real assets compound both cash flow and value.

Disclaimer:
Educational content only. Not investment advice.