Brookfield expects to reach a $100 billion assets-under-management target in India by 2030 [1].
The firm's bullish stance signals confidence in India's infrastructure and real estate sectors despite current market fluctuations. This commitment suggests that global institutional capital remains attracted to the region's growth trajectory.
Ankur Gupta, Deputy Global Chief Investment Officer and Head of APAC and Middle East Real Estate at Brookfield, said that short-term market noise should not distract long-term investors [1]. He said that the firm's target of $100 billion in assets-under-management by 2030 [1] may be achieved sooner than originally projected.
Gupta focused on the strength of India's long-term growth fundamentals. He said that temporary volatility does not outweigh the structural opportunities present in the Indian market [1].
The investment strategy emphasizes infrastructure and the rise of Global Capability Centers (GCCs) as primary drivers for the firm's expansion. By focusing on these sectors, Brookfield aims to capitalize on the shift of high-value services, and industrial growth within the country [1].
Brookfield's approach prioritizes resilience over immediate market swings. The firm continues to seek opportunities that align with its long-term vision for the APAC region, treating current price volatility as a secondary concern compared to the broader economic expansion of India [1].
“Brookfield's $100 billion assets-under-management target for 2030 may be achieved sooner.”
Brookfield's willingness to accelerate its AUM goals suggests a high level of confidence in India's ability to absorb large-scale foreign direct investment. By dismissing 'market noise,' the firm is signaling to other global investors that India's structural growth—particularly in infrastructure and GCCs—is decoupled from short-term equity or currency volatility.
