/images/ppid_59c68470-image-177883252888796658.webp)
/images/ppid_59c68470-image-177883012105823791.webp)
What is the story about?
Ankur Gupta, Deputy Global Chief Investment Officer and Head of APAC and Middle East Real Estate at Brookfield, struck a confident tone about the firm's investment outlook in Asia, saying that short-term market noise should not distract long-term investors from the region's powerful structural growth story.
Gupta said, “If you compare the West versus the East on a long term basis, we are still underdeveloped and high growth. That is a perfect storm for any duration of capital to be focused on and to actually use opportunities like volatile markets of today to create large, long-term businesses.”
India, for instance, has become a top-five global economy — yet its infrastructure build-out has not kept pace with that economic rise. For a long-duration capital investor like Brookfield, that gap is where the opportunity lies.
Brookfield had set a target of reaching $100 billion in assets under management by 2030. "That hasn't changed for us. In fact, we might be doing it much sooner," he said, pointing to the compounding effect of Brookfield's existing business portfolio in India as a key driver of that confidence.
The firm's India strategy is deliberately broad. Gupta highlighted that India is not a single-sector story but a multi-sector one — spanning financial services, consumer markets, construction, technology, and services. That breadth, he argues, gives Brookfield more levers to pull compared to other large markets that depend heavily on one or two growth drivers.
Read Here | Bagmane REIT says office demand resilient, sees growth pipeline beyond Bengaluru
One of Brookfield's more closely watched plays in India is its bet on Global Capability Centres, or GCCs. Gupta states that the demand remains strong despite concerns around artificial intelligence disrupting jobs.
He noted that global firms continue to increase investments in India due to access to skilled talent and improved delivery models supported by technology.
Gupta drew a clear line between the kind of capital Brookfield deploys and the foreign institutional investors (FIIs) who trade in equities. While FIIs can move in and out of markets quickly, Brookfield's approach is long-term and operational — investing, developing, building, and managing businesses on the ground. He described this as permanent capital that creates a multiplier effect on the local economy.
Watch accompanying video
Follow our live blog for more stock market updates
Gupta said, “If you compare the West versus the East on a long term basis, we are still underdeveloped and high growth. That is a perfect storm for any duration of capital to be focused on and to actually use opportunities like volatile markets of today to create large, long-term businesses.”
India, for instance, has become a top-five global economy — yet its infrastructure build-out has not kept pace with that economic rise. For a long-duration capital investor like Brookfield, that gap is where the opportunity lies.
Brookfield had set a target of reaching $100 billion in assets under management by 2030. "That hasn't changed for us. In fact, we might be doing it much sooner," he said, pointing to the compounding effect of Brookfield's existing business portfolio in India as a key driver of that confidence.
The firm's India strategy is deliberately broad. Gupta highlighted that India is not a single-sector story but a multi-sector one — spanning financial services, consumer markets, construction, technology, and services. That breadth, he argues, gives Brookfield more levers to pull compared to other large markets that depend heavily on one or two growth drivers.
Read Here | Bagmane REIT says office demand resilient, sees growth pipeline beyond Bengaluru
One of Brookfield's more closely watched plays in India is its bet on Global Capability Centres, or GCCs. Gupta states that the demand remains strong despite concerns around artificial intelligence disrupting jobs.
He noted that global firms continue to increase investments in India due to access to skilled talent and improved delivery models supported by technology.
He
added said AI is changing how businesses operate but has not weakened demand for India’s workforce. Instead, companies are becoming more comfortable setting up their own centres in India as technology enables more seamless global operations.
He added that sectors such as financial services, insurance, healthcare, and medical businesses continue to drive demand, while large AI-focused companies are still in the early stages of creating jobs directly.
Gupta drew a clear line between the kind of capital Brookfield deploys and the foreign institutional investors (FIIs) who trade in equities. While FIIs can move in and out of markets quickly, Brookfield's approach is long-term and operational — investing, developing, building, and managing businesses on the ground. He described this as permanent capital that creates a multiplier effect on the local economy.
Watch accompanying video
Follow our live blog for more stock market updates
/images/ppid_a911dc6a-image-177883107807396226.webp)
/images/ppid_a911dc6a-image-177883103641649806.webp)
