Turning Interest Into Investment

Good morning.

Markets often assume that capital moves towards the biggest opportunity. In reality, it usually moves towards the clearest rules.

Jamil Khatri explores what will keep capital flowing between India and the Middle East, from regulatory ease to entrepreneurial ambition. Meanwhile, Sidharth Jain and Rohit Dalmia examine whether India's film industry can evolve into an institutional asset class through better governance, clearer ownership and disciplined capital allocation.

The common thread is simple: capital follows systems. Whether investors are backing countries or creative industries, they look for governance, execution and a credible path to returns.

WEEKEND EDITION

Understanding The India–Middle East Investments

The India–Middle East corridor has capital, opportunity and long-term interest. What it lacks today is certainty.

In this episode of Weekend Edition, Govindraj Ethiraj speaks with Jamil Khatri of Uniqus Consultech about how recent instability in West Asia has affected investment decisions. Saudi Arabia continues to spend on infrastructure and economic reform, while Abu Dhabi is building businesses beyond oil. These shifts create opportunities for Indian companies in construction, consumer markets, financial services and technology.

However, the conversation also turns to India’s own ability to attract and deploy capital. Investors are interested, and many Indian companies have strong balance sheets. But approvals, land acquisition and the difficulty of operating across borders still slow decisions. Khatri also points to a deeper issue: Indian businesses have the money to expand globally, but many still lack the appetite to build outside their home market.

Key Insight

The next phase of growth will depend on reducing friction, both in policy and in corporate ambition, rather than attracting more capital.

THE CORE QUIZ

THE MEDIA ROOM

Can Film Funds Unlock New Capital?

Can Indian films attract financial investors without giving up the creative risk that defines the business?

In this episode of The Media Room, Vanita Kohli-Khandekar speaks with Sidharth Jain of Film Money Global and Rohit Dalmia of CineNow about two new funds that want to bring structured capital into Indian cinema. On one hand, Jain plans to finance genre films through separate investment vehicles that own the intellectual property, while Dalmia’s fund will back larger slates and recover its capital through profit-sharing and control over film rights.

Surprisingly, the easy part may be raising money. Both funds must still find projects with clear rights, sensible budgets, experienced producers and a realistic path to theatres and other revenue streams. The larger question is whether Indian cinema can build the financial discipline, transparency and exit routes that institutional investors expect.

Key Insight

Institutional investors will only commit significant capital to films when they can clearly understand how and when their investment will be returned.

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