E66: Why Global Capital Is Increasingly Investing in India

Investing across borders doesn’t have to feel opaque or intimidating. In this episode of Alt Investing Made Easy, we explore how India’s rapidly evolving regulatory and investment landscape is opening new opportunities for sophisticated global investors. Joined by India-based legal experts, we break down what’s changed, what now feels familiar to U.S. allocators, and how private capital is flowing both into and out of India. This conversation simplifies complex cross-border rules so you can assess India with greater clarity, confidence, and strategic perspective.

Top Takeaways

1. India’s investment environment has matured materially
   Regulatory clarity, political continuity, and capital-market depth are driving stronger investor confidence than in prior cycles.
2. Most sectors now allow 100% foreign investment
   India has significantly liberalized its FDI regime, reducing friction for private equity, venture, and strategic investors.
3. Cross-border share swaps are now permitted
   A major 2024 regulatory change unlocked more flexible M&A and restructuring strategies for global investors.
4. Outbound capital from India is accelerating
   New overseas investment rules (post-2022) have enabled Indian funds to invest more easily in U.S.-based holding companies.
5. Deal mechanics feel familiar to U.S. investors
   Thanks to common-law roots, core transaction terms—reps, indemnities, conditions, and closings—largely mirror U.S. private deals.

Notable Quotes

• “India’s regulatory confidence has grown—and that’s why it’s opening up.”
• “This is no longer just a tech story; capital is flowing into real industries.”
• “What changed everything was clarity—once investors knew the rules, capital followed.”
• “The documentation looks familiar because the legal DNA is shared.”
• “India isn’t catching up anymore—it’s choosing where to open next.”

Chapters

00:00 – 03:00 Welcome to the first 2026 episode & introduction to India–U.S. investing themes

03:01 – 07:00 Meet the guests: MCM Law, cross-border experience, and market perspective

07:01 – 12:30 Why India’s digital infrastructure matters to investors (UPI, financial inclusion)

12:31 – 18:00 India’s economic stability amid global uncertainty

18:01 – 26:00 Government policy, liberalization, and investor confidence

26:01 – 32:00 The evolution of India’s private equity and VC ecosystem

32:01 – 39:00 FDI rules explained: prohibited sectors, automatic route, approval route

39:01 – 45:00 Share swaps, mergers, and structural flexibility after 2024

45:01 – 52:00 Outbound capital: how Indian investors now invest in U.S. companies

52:01 – 56:30 Why companies are “flipping back” into India for IPO and exit strategies

56:31 – 59:00 What U.S. investors should know before allocating capital to India

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Podcast Production by Red Sun Creative, Austin, Texas

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

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