One of the world’s largest investment firms, Capital Group, is making a major shift in its India strategy by increasing investments in Adani Group companies while steadily reducing its exposure to Reliance Industries. Reports suggest the global asset manager has invested more than $2 billion across Adani Ports, Adani Power, and Adani Green Energy in recent weeks.
According to reports, Capital Group purchased nearly a 2% stake in Adani Ports through open-market deals worth around ₹7,486 crore. The firm has also reportedly accumulated 1.5%–2% stakes in Adani Power and Adani Green Energy, signaling growing global confidence in Adani Group’s infrastructure, energy transition, and manufacturing businesses.
At the same time, Capital Group has sharply reduced its Reliance Industries holdings over the past several years. Bloomberg data cited in reports shows the firm held around 755 million Reliance shares at its peak in 2017, which has now dropped to nearly 142 million shares.
Market experts believe global investors are now increasingly looking at infrastructure, ports, power, logistics, and energy transition themes as the next big India growth opportunity. Strong performance in Adani stocks has also supported this trend, with Adani Power, Adani Green, and Adani Ports delivering strong gains over the past year.
The development is also being viewed as a sign of improving investor confidence in the Adani Group after months of regulatory scrutiny and legal uncertainty.
Do you think global investors are now seeing Adani Group as India’s next big long-term growth story over Reliance?
Duniya ki sabse badi investment firms me se ek Capital Group ab India strategy me bada change karta hua dikh raha hai. Reports ke mutabik, company ne recent weeks me Adani Group ki companies me $2 billion se zyada ka investment kiya hai, jabki Reliance Industries me apni holding lagatar kam ki hai.
Reports ke according, Capital Group ne open-market deals ke through Adani Ports me lagbhag 2% stake kharida hai, jiski value kareeb ₹7,486 crore batayi ja rahi hai. Saath hi Adani Power aur Adani Green Energy me bhi 1.5%–2% ke aas-paas stakes build kiye gaye hain. Ye move infrastructure, energy transition aur manufacturing themes par global confidence ko show karta hai.
Dusri taraf Capital Group ne Reliance Industries me apni holding kaafi kam kar di hai. Reports ke mutabik, 2017 me company ke paas Reliance ke kareeb 755 million shares the, jo ab girkar lagbhag 142 million shares reh gaye hain.
Market experts ka maanna hai ki global investors ab India ke next growth phase me infrastructure, ports, power, logistics aur renewable energy sectors ko zyada attractive maan rahe hain. Adani Group ke shares ki strong performance ne bhi investor confidence ko boost diya hai.
Ye development Adani Group me improving investor confidence ka bhi signal maana ja raha hai, especially regulatory aur legal uncertainty ke baad.
Aapke hisaab se kya global investors ab Reliance ke comparison me Adani Group ko India ka next big growth story maan rahe hain?