June 2018 Issue

The country has become one of the favoured destinations for investors looking for growth and opportunity. Six industry insiders tell us what makes it tick and where it needs to improve.

IDFC Alternatives has been a key player in Indian infra for two decades. Here, MK Sinha, the firm’s managing partner and CEO, speaks about the evolution of the Indian market, recent developments and prospects.

The National Investment and Infrastructure Fund, Toll-Operate-Transfer model and Infrastructure Investment Trusts offer a trifecta of options for institutional investors keen to tap into the Indian infrastructure growth story, writes NIIF head of strategy and policy advisory Prasad Gadkari.

India’s infrastructure success is a relatively recent story, at least from the perspective of attracting long-term institutional investment.

Two of the world’s largest savings pools – Japan Post Insurance and Korea Post – are leading the way, as a host of Asian investors eye the infrastructure market, attendees at our Seoul and Tokyo summits heard.

A lot of the growth segmentation opens up will be capitalised on by existing managers – which is why a good track record is more important than ever.

India’s infrastructure market continues to entice and, for some, to disappoint. While the government has made infrastructure development a priority and there are pockets of opportunity, the country still isn’t an easy market to invest in, finds Siddharth Poddar

Is the internal rate of return the most appropriate way to present investment performance?

GAMMA Capital Management’s Valdimar Armann outlines the country’s multibillion-dollar infrastructure opportunity.

Mathias Burghardt tells Kalliope Gourntis how Ardian timed its inaugural Americas vehicle just right, what led the French fund manager to cross the Atlantic and the pleasant surprises that surfaced along the way.