黑石集团计划在未来五年内将其在印度的投资从目前的500亿美元翻倍至1000亿美元，黑石集团总裁Jon Gray在接受CNBC-TV18采访时表示，尽管市场波动，该全球投资公司对印度的增长前景仍抱有长期信心。“当然。我们曾表示，我们在这里拥有约500亿美元的房地产和公司投资。我们在未来五年的目标是将这一数字翻倍至1000亿美元。”
Blackstone plans to double its investments in India to $100 billion over the next five years from the current $50 billion, President Jon Gray told CNBC-TV18, as he reaffirmed the global investment firm's long-term confidence in the country's growth prospects despite market volatility.“Definitely. We’ve said that we have about $50 billion in real estate and companies here. Our goal over the next five years is to double that to $100 billion.”BLACKSTONE PRESIDENT JON GRAY The planned increase comes as Blackstone sees opportunities across real estate, digital infrastructure, financial services, healthcare and manufacturing, supported by India's economic growth and expanding middle class.“As long as the economy continues to grow, and the government continues to support that growth with policies that give foreign investors certainty and clarity, I think the opportunity set will grow,” Gray said, adding that the firm would continue to take a long-term approach.‘Next century will belong to India’Gray said Blackstone remains confident in India's long-term potential, owing to its workforce, technology capabilities, infrastructure development and scope for economic expansion.when asked whether he believed the next century would belong to India, Gray said, “Yeah, we do”.He pointed to India's gross domestic product per capita of about $3,000, which he said was around one-thirtieth of the US level, as well as its educated workforce, technology strengths and infrastructure development.“Compared with other large economies, India is in a league of its own in terms of growth,” Gray said, referring to the country's economic performance.
——黑石集团总裁Jon Gray该计划的增加之际，黑石集团看到了房地产、数字基础设施、金融服务、医疗保健和制造业等领域的机遇，这些机遇得益于印度的经济增长和不断扩大的中产阶级。“只要经济继续增长，政府继续通过为外国投资者提供确定性和清晰度的政策来支持这种增长，我认为机遇将会增加，”Gray表示，并补充说，该公司将继续采取长期策略。
“下一个世纪将属于印度”Gray表示，黑石集团仍然对印度的长期潜力充满信心，这得益于其劳动力、技术能力、基础设施发展以及经济扩张的空间。当被问及他是否相信下一个世纪将属于印度时，Gray说：“是的，我们这么认为。”
He added that investing in India often requires building businesses and expanding their capacity to serve a growing domestic market, rather than simply acquiring established assets.“In a developed market, you might be buying existing businesses or real estate. Here, you have to be a builder,” he said.
他指出，印度的人均国内生产总值约为3000美元，他表示这大约是美国水平的三十分之一，同时还提到了印度受过教育的劳动力、技术优势和基础设施发展。“与其他大型经济体相比，印度在增长方面独树一帜，”Gray说，指的是该国的经济表现。
India’s capital markets an ‘incredible asset’Gray also highlighted India's capital markets as an important strength, pointing to the scale of the stock market, liquidity and the pipeline of initial public offerings .“I’m not sure Indians recognise how powerful and valuable their capital markets are. They’ve become an incredible asset to the country,” he said.
他补充说，在印度投资往往需要建立企业并扩大其服务不断增长的国内市场的能力，而不仅仅是收购现有资产。“在发达市场，你可能是在购买现有的企业或房地产。”
Blackstone has completed 14 IPOs over time, Gray said, adding that five of the six publicly listed real estate investment trusts in India had been sponsored by the firm.“There’s a lot of liquidity in this market, which is a very good sign for long-term growth and capital formation,” he said.
在这里，你必须是一名建设者，”他说。印度的资本市场是“令人难以置信的资产”格雷还强调了印度资本市场作为重要优势，指出了股市规模、流动性以及首次公开募股（IPO）管线的规模。“我不确定印度人是否认识到他们的资本市场有多强大、多宝贵。它们已经成为国家的惊人资产，”他说。布莱克斯通多年来已完成14次IPO，格雷说，并补充称，印度六家公开上市的房地产投资信托基金（REITs）中有五家是由该公司赞助的。
Addressing the contrast between India's IPO activity and foreign portfolio investor outflows, Gray said public markets can be volatile as investor narratives and valuations change. He said Blackstone focuses on the underlying growth of the economy rather than short-term market movements.“It’s healthy that the local market has stayed strong and invested,” he said, adding that he expects foreign investors looking for growth opportunities globally to rediscover India.
“这个市场流动性很大，这是长期增长和资本形成的一个非常积极的信号，”他说。在谈到印度IPO活动与外资组合投资者流出之间的对比时，格雷表示，随着投资者叙事和估值的变化，公开市场可能会出现波动。布莱克斯通更关注经济的基本面增长，而非短期市场波动。“本地市场保持强劲并持续投资是健康的，”他说，并补充说，他预计全球寻找增长机会的外国投资者将重新发现印度。
Gray said periods of market weakness can also allow long-term investors to acquire businesses or real estate at more reasonable prices. Blackstone, he added, remained committed to India despite greater caution in the markets. Real estate, digital infrastructure among focus areasBlackstone's existing real estate investments in India, particularly in logistics, hotels and shopping centres, have performed well, Gray said.
格雷表示，市场疲软时期也可能让长期投资者以更合理的价格收购企业或房地产。他补充说，尽管市场更加谨慎，布莱克斯通仍致力于印度。房地产和数字基础设施是重点领域布莱克斯通在印度的现有房地产投资，特别是在物流、酒店和购物中心方面，表现良好，格雷说。
The firm is also looking at opportunities linked to artificial intelligence , including data centres, cloud infrastructure and computing capacity.
该公司还在审视与人工智能相关的机遇，包括数据中心、云基础设施和计算能力。他指出，随着中产阶级的扩大以及企业和消费者对更多服务的需求增加，金融服务、医疗保健、旅游和制造业也具有潜力。格雷表示，该公司的投资方式将继续专注于识别管理团队强大的企业，并帮助它们扩张。“关键在于找到优秀的公司和出色的管理者，然后全力以赴帮助他们，”他说。超豪华酒店公司凯悦国际计划于2027年在印度开展首笔交易：首席执行官祖贝尔。
He identified financial services, healthcare, travel and manufacturing as other areas with potential as the middle class expands and businesses and consumers seek more services. Gray said the firm's investment approach would remain focused on identifying businesses with strong management teams and helping them expand.“The key is to find good companies and great managers, and then lean in to help them,” he said. Ultra-luxury hospitality firm Kerzner International eyes first India deal in 2027: CEO Zuber