November 21, 2025 |

India Rising: Unlocking Growth Across Digital, Industrial, and Private Markets

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About The Episode

In Episode 23 of the Dakota Research Podcast, we explore why India is emerging as one of the most attractive global investment destinations. With sustained GDP growth of 6–7% annually, a young population, and increasingly favorable policy frameworks, the country is rapidly transforming from a high-risk emerging market to a high-conviction growth story.

We dive into the macro and policy backdrop fueling this transformation, including India’s ambitious industrial programs like the Production Linked Incentive (PLI) scheme and the National Green Hydrogen Mission. These initiatives are driving capital flows into manufacturing, clean energy, semiconductors, and digital infrastructure—sectors at the heart of India’s structural growth engine.

The episode also highlights the evolving private equity and venture capital landscape. In 2024 alone, India saw $43 billion in PE/VC deal activity and $33 billion in exits, signaling a maturing market. Global investors—particularly from the U.S., Europe, and the Middle East—are scaling up commitments through India-dedicated funds and regional strategies.

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