Rei Hirayama’s Post

Since the news came out of Temasek investment plans for India, everybody is excited about the strategy they are focused on. Temasek Holdings Pte has been focusing on minority stakes in Indian companies, aiming to support their growth rather than taking control. Over the last twenty years, they’ve invested nearly $37 billion in India, which now makes up about 7% of their total portfolio. Temasek’s strategy involves backing a variety of sectors like digital technology, consumption, and sustainability, with investments in well-known names like HDFC Bank, ICICI Bank, and PharmEasy. While they’ve occasionally increased their stakes, such as in Manipal Health Enterprises, they generally prefer to stay as minority investors. This sets them apart from other international firms, which often look for controlling stakes. Temasek also partners with other investors, like their collaboration with EQT AB for renewable energy, to explore new opportunities. #GrowingIndia #FastestGrowingEconomy #Temasek

Private Equity (PE) has become a major player in the global investment landscape. These firms raise capital from investors and use it to acquire and grow businesses, offering potentially high returns. Traditionally, established players in the US and Europe have dominated the PE scene. However, India, a nation with a booming economy, a young population, and a growing appetite for investment, is consistently absent from this list. This might seem surprising considering recent statistics: → Growing Market: India is the world's fastest-growing major economy, projected to reach $5 trillion by 2025 (IMF, 2023). → Increased Investment: According to a report by Bain & Company (2023), PE investments in India reached a record high of $72 billion in 2023. While global giants are starting to take notice, homegrown Indian PE firms like Baring India and Sequoia Capital India are already making their mark, managing billions of dollars and backing successful startups. Why then, is India still a minor player on the global PE stage? Is it a matter of: ↳ Maturity of the Market: India's PE ecosystem is relatively young compared to established markets. While seeing rapid growth, it lacks the track record and stability of its Western counterparts. ↳ Exit Challenges: Exiting investments through IPOs or acquisitions remains a challenge in India. This discourages some PE firms, as they struggle to find profitable exits for their investments. ↳ Regulatory Hurdles: Navigating India's complex regulations can be cumbersome for foreign PE firms. Factors like transfer pricing rules and foreign investment restrictions create hurdles. ↳ Limited Deal Flow: While India sees many startups, the number of high-quality, investable companies with strong growth potential is still relatively low compared to more established ecosystems. India's PE scene is quietly undergoing a transformation, but a closer look reveals: → Concentration in Few Sectors: A large portion of this investment went to established sectors like IT and e-commerce, not necessarily innovative early-stage ventures. → Domination by Domestic Players: Domestic Indian PE firms were major contributors to this record year, not foreign investors. What are your thoughts on the missing presence of Indian PE firms in the global landscape? #privateequity #privateequityfirms #indianequity #NRIinvestments

Temasek to Invest $10 Billion in India’s Financial Services and Healthcare Sectors Singapore's Temasek, a major state investor, is planning to inject up to $10 billion into India over the next three years. The focus will be on key sectors such as financial services and healthcare, reflecting Temasek's optimistic outlook on India’s long-term growth potential. This move comes as Temasek adopts a cautious approach towards China, driven by economic and geopolitical tensions. India currently represents 7% of Temasek's global investments, a figure they aim to increase as part of their strategic shift. Last fiscal year's financial reports showcased strong returns from investments in the U.S. and India, compensating for underperformance in China, marking a significant shift in the company's investment portfolio. Temasek's significant investments in India include stakes in HDFC Bank, Ola Electric, and Manipal Hospitals, reinforcing the company's commitment to the Indian market. The expanding healthcare sector in India is attracting substantial foreign investment, positioning it as a lucrative and long-term growth opportunity. # Thank you Aarav Patel for your submission!

Singaporean investment company Temasek Holdings has unveiled a bold initiative to inject $10 billion into India's burgeoning economy over the next three years. This strategic move aims to bolster sectors vital to India's growth trajectory, including technology, healthcare, renewable energy, and infrastructure. Temasek's decision underscores its confidence in India's economic potential and its commitment to fostering sustainable development and innovation within the country. The investment is expected to stimulate job creation, drive technological advancements, and enhance critical infrastructure across various regions. India’s economy is growing sharply and its stock markets are trading near record highs amid an IPO and dealmaking boom. India accounts for 7% of Temasek’s global exposure which it wants to increase further, said Mohit Bhandari, the company’s managing director for India investments. This significant commitment by Temasek marks a pivotal moment in India's economic landscape, promising substantial growth opportunities and reinforcing the nation's attractiveness as a preferred destination for global investments. Temasek #Temasek #Investment #India #EconomicGrowth #ForeignInvestment #BusinessNews #CorporateInvestment #TemasekIndia #GlobalInvestor #EconomicDevelopment

🇸🇬🇸🇬🇸🇬 🇮🇳🇮🇳🇮🇳 🇨🇳🇨🇳🇨🇳 And here we ago again with the #india #china story....Temasek aims to invest up to US$10 BILLION in #india in sectors such as #financialservices and #healthcare, as it turns cautious on #china. India’s economy is growing sharply and its stock markets are trading near record highs amid an IPO and deal-making boom. India accounts for 7% of Temasek’s global exposure which it wants to increase further. Prashant Tayal #indiainc #indiagrowthstory #indiaeconomy #indianews

Temasek 's $10 Billion Bet on India: A Strategic Move...🎉 Picture a financial titan placing a $10 billion bet 💰 on a booming economy 📈. That’s what Temasek Holdings is doing with India. This bold investment promises to spark innovation 💡, create jobs 👷♂️, and drive unprecedented growth 🚀, setting the stage for a transformative partnership between Singapore and India. Why India? *Economic Growth: India’s fast-growing economy and youthful population present huge opportunities 🌱. *Digital Revolution: With increasing internet use and digital payments, India's tech sector is booming 💻. *Pro-Business Reforms: Government initiatives like Make in India and tax incentives attract foreign investments 📊. *Strategic Partnerships: Temasek excels in forming alliances with local firms, ensuring successful market entry 🤝. Impact on India *JobCreation: Investments will generate jobs and boost skill development 👷♀️. *Infrastructure: Capital will flow into transport, logistics, and smart city projects, enhancing productivity 🏗️. *Startup Ecosystem: Funding for tech and innovation will invigorate the startup scene 🚀. *Global Standing: Such significant investment enhances India’s appeal to other foreign investors 🌏. Conclusion Temasek 's $10 billion investment is a vote of confidence in India's future 🌟. It promises job creation, infrastructure development, and technological advancements, positioning India as a rising Global economic powerhouse 🌍. #Investment #EconomicGrowth #TemasekHoldings #IndiaRising #DigitalTransformation #JobCreation #InfrastructureDevelopment #StartupEcosystem #GlobalEconomy #EmergingMarkets #FutureOfIndia #BusinessPartnerships #TechInnovation #ProBusinessReforms #ForeignInvestment

Good to see that in the face of global economic slowdowns, India's private #investment landscape, including private equity, venture capital, and private credit, maintained strong momentum in 2023. Praxis Global Alliance reports that investments worth $57 Bn took place across 1,301 deals, a rise from the $54 Bn seen in 2022. Key sectors such as #energy and renewables, #engineering and construction, real estate, and #healthcare and life sciences were the top funded sectors, contributing about 50% of the total value. India also attracted 196 new PE/VC investors in 2023, comprising 121 international and 75 domestic #investors. Investors’ continued interest reflects confidence in India's market resilience and #growth potential. The future is bright for Indian #entrepreneurs. https://lnkd.in/gQ8wmXB6

India's rise in global finance is unstoppable! 🚀 Discover the key drivers behind India's ascent to surpass China in equity capital raising by 2030. From demographic advantage to strategic reforms, the stage is set for unparalleled investment opportunities. Read more #ETInsights #GlobalFinance #InvestInIndia #IndiavsChina #EquityMarkets Tarun Singh

Our MD, Tarun Singh, sees India emerging as a dominant player in equity capital markets by 2030. In his analysis, India's young workforce, growing middle class, and economic reforms are fueling this rise. Singh highlights China's slowdown and stricter regulations as factors creating an opportunity for India. He also credits India's focus on ESG for attracting global investment. Singh believes this is a pivotal moment for India's role in global finance, presenting exciting prospects for investors and policymakers. Read more: https://lnkd.in/g_9TcVQU #India #Finance #Investment #India #IPO #Equity #CapitalMarkets #PwC #SMEs #SMEIPO #IndiaEconomy #ETInsights #ET #BSE #NSE #SEBI

Private Equity: Fueling India's Business Transformation 💼 In 2024, #PrivateEquity (PE) is playing a pivotal role in shaping India's business ecosystem. Amidst a booming economy and burgeoning startup culture, PE investments are not just funding but actively transforming businesses across sectors. Take, for instance, the recent wave of PE investments in Indian tech startups and renewable energy firms. These investments are a testament to the confidence in India's growth potential and the innovative spirit of its entrepreneurs. What's unique in the Indian context is the symbiotic relationship between PE firms and businesses. Beyond capital, PE is bringing expertise, global best practices, and strategic guidance, acting as catalysts for growth and innovation. However, this influx of PE funds also brings to the fore questions about sustainable growth and long-term value creation. How can businesses leverage PE investments to build robust, scalable, and socially responsible models? As industry professionals, we must navigate these waters with a balanced approach, focusing on creating value that goes beyond financial returns. The future of India's business landscape will be shaped significantly by how we harness private equity to drive inclusive and sustainable growth. #PrivateEquityIndia #BusinessGrowth #StrategicInvestments #StartupEcosystem #SustainableDevelopment