Investors Must Capitalise on Rising Consumer Confidence, Says Raj Menda

1. Beneficiary of Geopolitical Shift

Amid global economic shifts, India’s robust economic indicators, such as rising forex reserves, 15% YoY [year-on-year] increase in bank credit growth, a peak in per capita income and steady GDP [gross domestic product] over the past two decades, highlight its attractiveness for investors, particularly those eyeing opportunities in real estate and infrastructure.

2. Global Strategic Partnerships

Sovereign wealth funds, pension funds and foreign investors are forming alliances with Indian developers in sectors like real estate and logistics. With private consumption growth at 7%, investors should capitalise on rising consumer confidence by focusing on retail and real estate opportunities.

3. Government Initiatives

Make in India and production-linked incentives are creating prime investment opportunities in industrial parks and logistics infrastructure. With manufacturing GDP growing by 7% and services by 8%, India is becoming attractive for alternative investments.

4. Changes Within Real Estate

There are new opportunities in ultra-luxury housing and hospitality. The sector is buoyed by a strong 7% growth in financing and real estate. It is crucial for investors to adopt a strategic approach to maximise returns.

5. Rise of Undervalued Turnaround Assets

As the Reserve Bank of India tackles Rs 4.06 lakh crore of bad loans, companies are snapping up distressed assets at discounted rates through National Company Law Tribunal resolutions. This trend signals promising opportunities for investors in India’s real estate sectors.