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Policy● Neutral for Indian equities
Insurance 2.0: After 100% FDI, distribution costs reset
The brief
- General insurers may shift their benchmark from gross written premium to domestic GDPI
- Distribution-cost ceiling is trending towards 20% within five years
- Changes to distribution costs could affect Indian general insurers’ margins and growth strategies
- Equity capital inflow in real estate, data centre, hotel assets doubles to USD 9.5 bn in Jul-Sep: CBRE
- Real estate capital inflows hit record $9.5 bn in Q3 on data centre demand
- UAE signals another $25 billion investment in India
- Rising global bond yields, US uncertainty and AI gap may hit India’s capital inflows: CEA
- RBI says resilient domestic economy cushions India against rising global risks