Dubai, UAE – March, 2025 – Arihant Capital, India’s leading financial services company, successfully hosted the India Investor Day conference in Dubai, bringing together the management of top Indian companies and global investors. The event attracted industry leaders, fund managers, and family offices, providing a platform for insightful discussions and networking opportunities.

The conference deep dived into India as an attractive investment destination for global investors and what the recent correction means for Indian markets.

The conference commenced with a strategic panel discussion on the “India Growth Story – India vs Global Markets,” featuring prominent industry experts. There was unanimous agreement among the participants on India’s potential to become a $10 trillion economy. They believe it is not a question of “if,” but “when,” underscoring the country’s promising economic future.

Himanshu Khandelwal, CEO of Asas Capital emphasized that India’s growth story remains robust. He noted that the recent pullback in the Indian equity markets has made some high-quality companies available at attractive valuations, offering a good ‘margin of safety’, and presenting a favorable investment opportunity. Mr. Khandelwal also highlighted Japan as an attractive market for investment, while advising caution when investing in the US. Additionally, he noted that European markets are performing well and offer good opportunities for investors.

Nik Khandelwal from Thornwood Capital shared his positive outlook on India’s long-term growth prospects. However, he expressed concerns about the current market valuations, suggesting that further corrections are needed before attractive investment opportunities emerge. He drew a comparison between China and India, stating that while China often overdelivers, its stock markets underperform, whereas India tends to have the opposite scenario.

On the topic of the US market, there was a consensus among the participants that it does not seem attractive at the moment. Investors have grown nervous that President Donald Trump’s import duties could slow the economy. The general sentiment was that one needs to wait and see how things unfold in the US, although selective stocks may still perform well.

Ms. Shruti Jain, Chief Strategy Officer of Arihant Capital, who also hosted the India story panel, reiterated the attractiveness of the Indian market for global investors. She emphasized that the consumption story will continue to drive growth in India. Ms. Jain noted that while global investors remain positive on India, they are making tactical allocations based on which global markets can provide alpha returns. Credit growth, rural consumption, private capital expenditure, and government infrastructure spending will be among the key growth enablers for India going forward.

Arihant Capital showcased several innovative investment ideas in the unlisted space, with a focus on sustainability. Among the highlights were India’s first net-zero construction company, which is revolutionizing the market, and a company that produces water from air, offering a unique and promising proposition.

Mr. Abhishek Jain, Head of Research, Arihant Capital Markets Ltd said, “ At Arihant Capital, our mission is to deliver high-quality investment ideas that empower investors to build long-term wealth. While the sharp correction in Indian equities has understandably caused some investor anxiety, we view this as a prime opportunity to uncover valuable investment prospects. It’s encouraging to see that global investor interest in India remains strong despite the recent fall.”

The India Investor Day conference provided a valuable platform for Indian companies to present their growth stories and investment opportunities to a global audience. The event facilitated meaningful interactions between company management and investors, fostering a deeper understanding of the Indian market’s potential.

Arihant Capital remains committed to bridging the gap between Indian companies and global investors, promoting sustainable growth and investment opportunities. The success of the India Investor Day conference underscores Arihant Capital’s dedication to supporting the Indian growth story and facilitating global investment in India.