FPI Outflows And Mood

Meet Jonathan Gray

Global Economy Risks And Upside

AI Capex Bubble Fears

Real World AI Use Cases

How Jon Uses AI

India Outlook And Valuations

IT Services In The AI Era

Blackstone India Playbook

Targeting 100 Billion In India

Why India Markets Attract Capital

Explaining 37 Billion FPI Exit

LP Sentiment And Currency Risk

Sectors Blackstone Likes Next

Financial Services Expansion

Can India Absorb More Capital

Private Credit Noise Versus Reality

Running And Closing Thoughts

Blackstone wants to double its India investments to $100 billion in five years. What does Jonathan Gray see that nervous investors are missing? In this episode of ET Conversations, executive editor Sruthijith KK speaks to Blackstone’s president and COO about India’s growth prospects, the market pullback and the sectors attracting his capital. Gray explains why he remains optimistic about AI infrastructure, how Indian IT services firms can become AI deployment partners, and why a rising middle class creates opportunities across healthcare, travel, housing and finance. They also discuss rising interest rates, currency depreciation, private credit concerns and the discipline behind investing conviction.

<p>Blackstone wants to double its India investments to $100 billion in five years. What does Jonathan Gray see that nervous investors are missing? In this episode of ET Conversations, executive editor Sruthijith KK speaks to Blackstone&rsquo;s president and COO about India&rsquo;s growth prospects, the market pullback and the sectors attracting his capital. Gray explains why he remains optimistic about AI infrastructure, how Indian IT services firms can become AI deployment partners, and why a rising middle class creates opportunities across healthcare, travel, housing and finance. They also discuss rising interest rates, currency depreciation, private credit concerns and the discipline behind investing conviction.</p>

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

Blackstone’s Next $50 Billion: Why Jonathan Gray Is Betting on India