Amit's Blog

The India-UK Defense Partnership: A 60-Year Journey from Colonial Legacy to Strategic Collaboration The India-UK defense partnership, spanning over 60 years, has evolved from a colonial supplier-recipient dynamic to a strategic alliance, with the UK providing $10–15 billion in arms since the 1950s. From Centurion tanks and Hunter jets in the early years to Hawk trainers and potential Eurofighter Typhoons today, the UK has supplied aircraft, naval systems, and artillery. Joint ventures like HAL-BAE Systems for Hawk production align with India’s “Make in India” initiative. Despite historical tensions and competition from Russia and France, recent deals worth $3 billion (2015–2025) signal renewed momentum. Bilateral trade hit $21 billion in 2023–24. Over the next decade, expect deeper collaboration in AI, cyber, and naval tech, with trade projected to reach $30 billion by 2035, driven by shared democratic values and Indo-Pacific strategic alignment, though challenges like cost and geopo...

Carlyle's Strategic Playbook in India: A Journey of Diversification and Value Creation The Carlyle Group, a global investment giant, has cemented its position as a highly successful private equity firm in India over the past two decades. With a significant and growing AUM in the region, Carlyle has strategically diversified its investments across key sectors including financial services, healthcare, technology services, and consumer. The firm's investment philosophy emphasizes active partnerships with management, leveraging its global network for operational enhancements and value creation. Its disciplined approach to exits, as recently demonstrated by the successful divestment from Indegene, underscores its ability to generate strong returns. Carlyle's adaptability to market dynamics and commitment to strategic growth opportunities have been pivotal to its enduring success in India's vibrant economic landscape. I. Firm Overview & Strategy The Carlyle Group, founded...

KKR's Strategic Ascent: Navigating India's Private Equity Landscape KKR, a global investment powerhouse, has firmly established itself as a leading private equity firm in India over the past two decades. With approximately $11 billion deployed in the country, and ambitious plans for faster future deployment, KKR has strategically diversified its investments across healthcare, life sciences, technology services, consumer, and a growing focus on infrastructure and private credit. The firm's disciplined investment approach, emphasis on operational value creation, and successful exits, particularly the landmark Max Healthcare divestment, underscore its enduring impact. KKR’s ability to adapt to market dynamics, including navigating past credit challenges, has cemented its reputation as a sophisticated and influential player in India's dynamic economic growth story. I. Firm Overview & Strategy Kohlberg Kravis Roberts & Co. (KKR), founded in 1976, is a leading g...