Asia’s recent market divergence is being explained as an AI story. But the bigger shift may be institutional. The next phase of NIFTY outperformance may depend less on AI narratives and more on whether India can build the financial infrastructure

Indian airports present one of the most compelling infrastructure investment opportunities globally. With one of the fastest-growing economies and an under-penetrated aviation network, India’s “patronage” assets such as airports represent scalable, recurring-revenue platforms that combine infrastructure, real estate, and digital transformation. As policymakers in India accelerate airport modernisation and expand aviation access to Tier-2, 3 and 4 cities, private capital and s