India Well-Positioned to Handle US Tariffs; Blackstone Plans Infrastructure Investments
India is well-prepared to tackle the impact of US tariffs, according to Blackstone Chairman Stephen A. Schwarzman. Speaking at a press event on Wednesday, Schwarzman expressed confidence in India’s economic resilience and announced that the private equity giant is set to launch infrastructure investing and credit businesses in the country.
With over $50 billion in India investment, Blackstone has witnessed some of its highest global returns from the Indian market over the past two decades. Now, the firm plans to expand its footprint further by investing in ports, airports, and road assets, signaling its long-term confidence in India’s economic trajectory.
India’s Strong Position Amid US Tariff Challenges
As the US continues to reshape global trade policies with higher tariffs, India finds itself in a favorable position, according to Schwarzman.
💬 Schwarzman on India’s standing in global trade:
“I think India is quite well placed.”
He emphasized that India has already taken steps to address higher tariff concerns and that the country enjoys a strong trade relationship with the US.
🔹 Key points from Schwarzman:
✔️ India has already adjusted to higher US tariffs, making it less vulnerable than other countries.
✔️ The recent trade agreement discussions between Prime Minister Narendra Modi and former US President Donald Trump were highly productive.
✔️ Few countries have received such favorable trade treatment from the US, making India’s position relatively secure compared to others.
India investment is gaining momentum as global firms recognize the country’s long-term economic potential.
💡 Key takeaway: While global markets are bracing for the effects of US trade policies, India has positioned itself strategically to minimize disruptions.
Blackstone’s Bullish Outlook on India’s Economic Strength
Despite recent concerns over India’s GDP slowdown—dropping below 6% from over 9% two decades ago—Schwarzman remains optimistic about India investment and the country’s long-term growth potential.
📌 Why Blackstone remains confident in India:
✔️ India is still the fastest-growing large economy in the world.
✔️ The stock market correction is a normal adjustment rather than a cause for concern.
✔️ In the long run, India’s economy is expected to remain strong and stable.
💬 Schwarzman on India’s economic outlook:
“I think the real economy from a long-term basis in India is excellent, and the overall growth rates here have been among the highest in the world.”
💡 Key takeaway: Short-term slowdowns don’t change India’s long-term growth potential, making it a prime destination for global investors.
Blackstone’s latest India investment in infrastructure and credit markets signals confidence in the nation’s growth trajectory.
Blackstone’s Infrastructure & Credit Investment Plans for India
🔹 Blackstone’s next big move in India investment:
✔️ Expanding into infrastructure investments, including ports, airports, and road assets.
✔️ Launching corporate credit investment operations, focused on supporting businesses in acquisitions, stake purchases, and financing where banks fall short.
📌 Amit Dixit, Blackstone Private Equity’s Head of Asia, explained:
✔️ The credit business will focus on “performing corporate credit,” providing customized financing solutions to businesses.
✔️ Blackstone will step in where traditional banks are unable to provide financing, helping Indian companies fund expansions, acquisitions, and strategic investments.
💡 Why this matters: With rising infrastructure demands and a growing need for alternative financing, Blackstone’s move signals confidence in India’s long-term economic trajectory.
Blackstone’s Legacy & Continued Commitment to India
Blackstone’s India investment journey began 20 years ago when a conversation between Schwarzman, Reliance Industries’ Mukesh Ambani, and investment banker Akhil Gupta led to a $1 billion commitment to the Indian market.
Key milestones in Blackstone’s India investment journey:
✔️ 2004 – Blackstone begins investing in India with $1 billion.
✔️ 2024 – Blackstone’s assets under management (AUM) in India reach $50 billion.
✔️ Global AUM – The firm has grown from $50 billion in total global assets in 2004 to $1.1 trillion today.
💬 Amit Dixit on India’s evolving investment climate:
“The PE sector has undergone a lot of change in India, including a better environment for large control deals and dramatic improvements in exit opportunities.”
Why India Remains a Top Market for Blackstone?
✔️ Favorable investment environment – India has made structural improvements that make it easier for private equity firms to operate.
✔️ Higher investor confidence – Exit opportunities have improved, making India a more liquid and attractive market.
✔️ Long-term potential – Blackstone sees India investment as a winning strategy for the future.
💬 Schwarzman on investing in India:
“India is a winner for the long term, and I feel fortunate that we made the decision to invest here.”
💡 Key takeaway: Blackstone is not just maintaining its investments in India—it’s expanding them, proving its unwavering confidence in the country’s growth story.
Final Thoughts: India’s Strong Investment Appeal
India’s ability to navigate global trade challenges, sustain economic growth, and offer strong investment opportunities makes it a preferred destination for global investors like Blackstone.
With a stable economy and expanding opportunities, India investment remains a top priority for international investors.
🔹 Key reasons why India remains a prime investment hub:
✔️ Resilient to US tariffs – India has taken proactive steps to adjust to trade changes.
✔️ Fastest-growing large economy – Despite minor slowdowns, India remains a global leader in growth.
✔️ Expanding investment opportunities – The country offers high-potential sectors, from infrastructure to private credit.
🚀 With Blackstone increasing its India investment, will more global investors follow? Is India set to become the world’s next big investment hub? 💭
