三井住友信托银行收购了一家印度私募股权公司的少数股权，并将作为其首只基金的锚定投资者。这是日本企业进军印度快速增长金融服务领域的最新动作。
Mitsui Trust Bank Ltd. bought a minority stake in an Indian private equity firm and will anchor its first fund, in the latest expansion by a Japanese firm into India’s fast-growing financial services sector.
该基金创始合伙人在接受采访时表示，One Planet Partners预计未来五年将在能源转型、出行和制造业等资产上投入约300亿卢比（约合3.15亿美元）。
One Planet Partners expects to deploy about 30 billion rupees ($315 million) over the next five years in assets including energy transition, mobility and manufacturing, the founding partners in the fund said in an interview.
这笔投资凸显出日本机构投资者对印度金融服务、制造业和房地产等领域企业的兴趣。过去一年，三井住友金融集团和瑞穗金融集团等日本大型银行收购了多家印度公司的股份，对印度展开前所未有的投资攻势。
The investment underscores Japanese institutional investor interest in Indian companies across financial services, manufacturing and real estate. Over the last year, large Japanese banks such as Sumitomo Mitsui Financial Group Inc. and Mizuho Financial Group Inc. have acquired stakes in Indian firms in an unprecedented investment push into the country.
“很多人已经认识到，在许多市场——无论是地缘政治还是安全问题——似乎都在恶化的时候，印度仍保持7%的增长，”创始合伙人穆昆德·拉詹说。“这种增长速度令人印象深刻，人们正在下注，日本人确实如此。”另见：莫迪对日本的偏爱让日本银行在交易浪潮中占据优势。One Planet由拉詹及其在塔塔集团的前同事鲍比·保利，以及麦肯锡公司前高级合伙人姆里纳利尼·米尔昌达尼和黑石集团前高管希塔尔·塔卡尔于2024年共同创立。
“There is a lot of appreciation in the fact that at a time when everything seems to be souring in many markets, whether it is geopolitics or security issues, India is still growing 7%,” Mukund Rajan, a founding partner said. “That kind of growth is impressive and people are taking bets as the Japanese indeed are.”Read: Modi’s Soft Spot for Japan Gives Banks an Edge in Deal Wave One Planet was founded in 2024 by Rajan and former Tata Group colleague Bobby Pauly, along with former McKinsey & Co. Senior Partner Mrinalini Mirchandani and former Blackstone Inc. executive Sheetal Thakkar.
该行股权投资部总经理米田和也在一份声明中表示，印度是一个具有吸引力的长期投资目的地，该行将建立“跨资产类别的长期合作伙伴关系”。
India is a compelling long-term investment destination and the bank will build “a long-term partnership across asset classes,” Kazuya Yoneda, general manager in the equity investment department said in a statement.
塔卡尔表示，除了从印度机构投资者那里筹集资金外，One Planet还希望从其他日本和亚洲投资者那里获取资本。
One Planet expects to tap other Japanese and Asian investors for capital, besides raising money from Indian institutional investors, said Thakkar.
该公司将投资于机构资本代表性不足的印度中型市场企业。米尔昌达尼表示，风险投资瞄准的是早期阶段公司，而大型收购基金往往进行大额押注。
The firm will back Indian mid-market firms where institutional capital is under represented. Venture capital targets early stage companies, while large buyout funds tend to make big bets, according to Mirchandani.
“我们认为存在一个缺口，而像我们这样的基金可以成为这两端之间的桥梁，”Mirchandani 说。
“We think there is a missing middle, and a fund like ours can be the bridge between both sides of the bar bell,” Mirchandani said.
该公司将在其目标行业的真实资产上投资 2500 万美元至 7500 万美元。该公司于八月完成了首笔投资，投资对象为出行业务 Yulu Bikes Pvt。
The company will invest $25 million-$75 million in real assets across its target sectors. The firm made its first investment in August in mobility business Yulu Bikes Pvt.
One Planet 正在筹集资本，因为一些全球投资者对卢比的大幅贬值表示担忧，并因美国及其他地区人工智能的机会而退出市场。
One Planet is raising capital as some global investors express concern about the steep erosion in the rupee and exited the market because of opportunities in artificial intelligence in the US and other geographies.
阅读：《华尔街高管忽视痛点 加码印度押注》（2）Pauly 表示，该公司将力争实现 25%‑30% 的毛收益，以“抵消卢比贬值对国际投资者的影响”，并将考虑支持以出口为导向、以外币计收入的企业。
Read: Wall Street Bosses Look Past Pain Points to Ramp Up India Bets (2) Pauly said that the firm will aim for a 25%-30% gross return to “tide over the depreciation of the rupee” for international investors, and will look at backing export-led firms that earn in foreign currencies.
该公司还聘请了顾问，包括前塔塔集团高管 Raju Bhinge、前塔塔电力公司首席财务官 Ramesh Subramanyam 以及前三菱公司私募股权负责人 Riki Kojima，Rajan 称。
The firm has also tapped advisers such as former Tata Group executive Raju Bhinge, former Tata Power Co. Chief Financial Officer Ramesh Subramanyam and former private equity head at Mitsubishi Corp. Riki Kojima, according to Rajan.