KKR & Co. expresses optimism about India’s consumer sector, despite high valuations, foreseeing it as a long-term investment opportunity. The firm, which has invested $11 billion in India over nearly two decades, focuses on healthcare, technology services, and consumer-focused sectors. Additionally, KKR plans to explore opportunities in manufacturing and private credit. While facing challenges in its local credit portfolio previously, the firm continues to invest in India through its Asia credit fund. Looking ahead, KKR eyes expansion into real estate and aims for $1 trillion of assets under management globally in five years.