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Sovereign Investors Move Deeper Into India’s Capital System

13th July, 2026

Abu Dhabi Investment Authority (ADIA), Singapore’s GIC and Norges Bank Investment Management (NBIM) are buying into India’s savings shift. Their bids for the anchor tranche of SBI Funds Management’s IPO add the country’s largest asset manager to portfolios already spread across financial services, infrastructure, property and private equity.

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NIIF Fund II Turns India’s Exit Record Into a New Sovereign Fundraise

30th June, 2026

India has doubled its allocation to the National Investment and Infrastructure Fund (NIIF), giving the sovereign-anchored platform launched just over a decade ago a stronger base for its second infrastructure vintage after a run of exits in renewables, roads and smart meters.

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UAE–India Deals Put State Capital Into Banking, Energy And AI

20th May, 2026

The UAE–India agreements announced during Prime Minister Narendra Modi’s May 2026 visit to Abu Dhabi show the bilateral relationship rising in the banking, credit, energy storage, AI and maritime repair sectors – thanks to sovereign investment structures.

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Temasek uses Manipal IPO to recapitalise a scaled India healthcare platform

30th March, 2026

Manipal Health’s proposed IPO shows Temasek moving a scaled India healthcare platform from private build-out to public-market funding rather than pursuing a broad exit. The transaction is weighted toward fresh capital, with proceeds directed to debt reduction and the integration of Sahyadri Hospitals, which points to recapitalisation after an acquisition-led expansion phase.

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NIIF Expands Through Successor Funds and Sovereign Partnerships

12th March, 2026

India’s National Investment and Infrastructure Fund (NIIF) is entering a second phase of development that is characterised by larger successor funds, asset monetisation from earlier platforms and deeper partnerships with global sovereign investors.

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UAE President’s India Visit Underscores a Decade-Long Shift in Sovereign Wealth Strategy

21st January, 2026

When UAE President Mohamed bin Zayed Al Nahyan – aka MBZ – visited India on 19 January, the joint statement that followed ranged across trade, defence, energy, technology and education.

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India's US$50bn Bharat Sovereign Wealth Fund: The Right Model, The Real Risks

20th October, 2025

India is weighing a new state investment vehicle - the tentatively titled Bharat Sovereign Wealth Fund (BSWF) - with a mooted starting corpus of about US$50 billion.

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Temasek-La Caisse get the green light in India, signalling development of the real estate cycle

9th October, 2025

India’s competition regulator has cleared a fresh slate of minority stakes that link Temasek and La Caisse’s real-estate arm, Ivanhoé Cambridge, to a network of Singapore-incorporated vehicles holding Indian office assets.

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NIIF aims to double AUM to US$10bn as exits, follow-on funds and credit push gather pace

25th August, 2025

India’s National Investment & Infrastructure Fund (NIIF) is raising its sights. This month, the quasi-sovereign investor said it wants to double assets to around US$10 billion within roughly 30 months, based on infrastructure and private market investment vehicles, new co-investments and a bigger role for private credit.

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Phoenix Mills and the New Shape of State Capital in Indian Real Estate

29th July, 2025

The sale of Canada Pension Plan Investment Board’s (CPP) 49% stake in Island Star Mall Developers Private Limited (ISMDPL) to The Phoenix Mills ltd marks not just the end of a joint venture, but also a new phase in the evolving relationship between global state capital and India’s most successful retail-led developer.

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Temasek’s India Strategy: Going Big, Staying Patient - and Proving the Pundits Right

21st July, 2025

Singapore's Temasek is putting its money where its mouth is in India, turbocharging its portfolio to US$50 billion in 2025, with fresh commitments of US$3–4 billion annually.

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India’s Green Energy Take-Private Deal Signals Riskier Era for Sovereign Investors

8th July, 2025

Dark clouds are gathering over India’s once-unquestioned renewable energy boom. Last week’s USUS$8-per-share buyout offer for Nasdaq-listed ReNew Energy Global - led by a powerhouse sovereign consortium including the Canada Pension Plan Investment Board (CPP), Abu Dhabi Investment Authority (ADIA), and now Abu Dhabi’s Masdar - might look like a show of confidence. In reality, it’s a canary in the coal mine for global investors betting on Indian green power.

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