Brookfield’s $100 Billion Bet: Why India is the Crown Jewel in a Global Asset Empire
Brookfield Asset Management, the global investment powerhouse with over $1 trillion in assets under management, has set its sights firmly on India and the scale of its ambition is unprecedented. In a bold forecast, the firm expects its Indian portfolio to more than triple from $30 billion to $100 billion within just five years, outpacing the growth rate of its global holdings.
This isn’t just a bullish projection, it’s a declaration that India is no longer just an emerging market. For Brookfield, it’s a core market. And according to Connor Teskey, President of Brookfield Asset Management and widely considered the CEO-in-waiting, this growth will span all major infrastructure asset classes: digital, transportation, utilities, midstream, and power generation.
Why India and Why Now?
India’s unique convergence of economic growth, demographic advantage, and global repositioning has made it a magnet for long-term capital. As companies across the world scramble to diversify supply chains and de-risk operations from geopolitical pressures, India has emerged as the prime alternative offering scale, talent, and a growing middle class hungry for infrastructure.
“India is a large and growing economy. It has a fantastic depth of talent,” Teskey stated, underscoring Brookfield’s view of the country as a linchpin in its global strategy. It’s not just optimism, it’s a reflection of tangible results. Brookfield’s current India portfolio includes 43GW of renewable energy assets, 55 million square feet of commercial real estate, and India’s longest privately-owned cross-country gas pipeline.
The Allure of Long-Term Assets
Brookfield is not chasing quick wins. Teskey emphasized the firm’s long-term approach: “We are long-term investors… investing in long-term assets.” That patience is key in a country like India, where regulatory complexity and infrastructure bottlenecks can challenge short-sighted investors. But Brookfield sees these hurdles as opportunities for those willing to play the long game.
What makes this vision even more compelling is the synergy between India’s macroeconomic trends and Brookfield’s investment philosophy. Favorable interest rates, maturing capital markets, and stable demand trends are creating fertile ground for sustainable, scalable investments.
A Blueprint for the Future
What sets Brookfield apart is not just the scale of its commitment, but the strategic composition of its India assets. With $12 billion each in infrastructure and real estate, and substantial stakes in renewables and private equity, the firm is diversifying across verticals that are critical to India’s future. In doing so, Brookfield is essentially co-authoring India’s infrastructure growth story.
This move is also symbolic; it signals a shift in how the world’s largest asset managers view India. Once considered peripheral, the country is now central to their global growth narratives.
The Billion-Dollar Takeaway
Brookfield’s $100 billion bet isn’t just about India’s potential, it’s about a tectonic shift in global capital flows. As developed markets plateau and volatility rises elsewhere, India offers something rare: scale, stability, and momentum. For Brookfield, it’s not just an investment destination. It’s the next frontier.
And if its projections come true, Brookfield won’t just be riding the India growth wave it will be one of its most influential architects.
