Speaking on the sidelines of the BofA India Conference 2026, Vikram Sahu, India CEO and Country Executive at Bank of America, said global investors continue to see India as an attractive market and are willing to look beyond short-term challenges.
One of the biggest takeaways from this year’s conference was the sharp increase in foreign investor participation. According to Sahu, the number of foreign institutional investors attending the event has risen by 30% compared with last year, reflecting continued interest in India’s long-term prospects.
“Investors are prepared to look through that, they want to invest in India for the long term,” Sahu said.
He acknowledged that India has had to deal with several external challenges over the past year, including geopolitical tensions, trade uncertainties and concerns around the impact of AI on the country’s technology sector. However, he believes India’s resilience has been supported by investments made over the past decade in both physical and digital infrastructure.
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Sahu also highlighted the government’s recent policy actions and trade initiatives, describing them as an important factor supporting investor confidence. He noted that a series of reforms announced over the past several months could help strengthen India’s growth outlook over time.
On concerns that India may be missing out on the global AI investment cycle, Sahu said the market’s perception may be more negative than reality. While countries with strong semiconductor and AI hardware ecosystems have benefited from the current spending wave, he argued that India is positioning itself across different parts of the technology value chain, including applications and digital infrastructure.
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He was also positive on the growing role of domestic investors in Indian equities. He said rising incomes, increasing financial participation and a gradual shift of household savings towards equities should continue to support market inflows for many years.
Looking ahead, Sahu said international investors remain attracted to India’s combination of scale, growth potential and governance standards. However, he added that India must continue improving the ease of doing business and reduce regulatory hurdles to attract more capital.
For the entire discussion, watch the accompanying video
