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Macroeconomic forces are reshaping asset classes, influencing capital allocation, and informing long-term investment mandates for India’s affluent.
India, 10th July 2025: A convergence of global uncertainties and India’s economic resilience is creating an opportune moment for strategic investment positioning. As mounting uncertainties and policy shifts create a complex investment landscape heading into the second half of 2025, India’s affluent investors are reshaping their asset allocation strategies and exploring strategic geographic positioning and alternative asset classes.
Speaking at a recent IDEAs (Investments, Disruptors, Economy, and Alternatives) event in Bengaluru, Sunil Garg, Managing Director and Chief Investment Officer at Lighthouse Canton met with UHNW investors and families. Discussions at the event centred around the 2025 H2 outlook, highlighting tariff uncertainties, strategic asset allocation, geographic positioning favoring US markets while highlighting India’s compelling opportunity, and diversification approaches, including alternatives like insurance and private credit.
“Amidst this backdrop, the global macroeconomic picture remains mixed. Even as the global growth continues, the IMF indicates a 58% probability of global growth falling below forecasts for 2025. The VIX index has climbed to levels not seen since 2023, reflecting policy uncertainty. S&P 500 earnings forecasts have fallen 4.5 percentage points since January, the largest revision since Q4 2023.” said Garg.
While European stocks outperformed Wall Street early in 2025, Garg expects US markets to remain strategically favored. On fixed income, corporate bonds are holding well despite treasury yield concerns, with European Financials positioned favorably in the current environment. For diversification, Garg notes that Bitcoin and gold offer non-correlated exposure, while alternatives, including insurance and private credit, are preferred by investors.
India also presents compelling opportunities he says. “India’s 7.4% GDP growth in Q1 places it as the world’s fourth-largest economy. The nation’s unique positioning, with robust domestic consumption, provides insulation from global volatility while offering structural growth opportunities.” said Garg. He notes that while developed markets may face earnings deceleration, India’s trajectory remains supported by demographic dividends and digital transformation.
India’s private capital landscape is also evolving. Industry veteran Shyam Powar, Chief Investment Officer at Claypond Capital commented, “India has a unique position as a resilient and opportunity-rich market,” noting that 100% of Claypond Capital’s investments are in India. “There is great potential and emerging interest from family office investors now in undervalued newly listed companies. We ourselves target special situations, growth capital, and pre-IPO opportunities, and we see opportunities in deploying long-term proprietary capital in founder-led businesses open to professional governance,” said Powar. Claypond Capital is the family investment office for the Manipal Group, helmed by Ranjan Pai.
“With India now established as the world’s fourth-largest economy, this is a defining moment for wealth owners to rethink portfolio strategies,” commented Sumegh Bhatia, Managing Director- Chief Executive Officer, India at Lighthouse Canton. “Platforms like IDEAs are enabling investors to decode global macro shifts, assess India’s long-term growth levers, and align portfolios to capture both resilience and opportunity across cycles.
“The level of dialogue and engagement at the IDEAs event reaffirmed the evolving sophistication of India’s affluent investors,” said Devesh Wadhwani, Executive Director – Private Client Business at Lighthouse Canton. “It was encouraging to see families and entrepreneurs seeking strategic insights, not just on domestic growth, but also on how to position portfolios for structural shifts across global markets.”
This IDEAs event in Bengaluru marks Lighthouse Canton’s debut in India’s Silicon Valley, establishing the city as a key node in the firm’s global network. With presence across five Indian cities, New Delhi, Mumbai, Hyderabad, Gift City, and Bengaluru, alongside international locations in Singapore, the UAE, and the UK. This event represents the first of many planned IDEAs events in Bengaluru, reinforcing the city’s growing importance as a wealth management hub.
