In March 2026, our partner Nico Zeifang joined a business delegation to the Raisina Dialogue in New Delhi, one of the leading conferences on geopolitics and geoeconomics, hosted by the Observer Research Foundation and India’s Ministry of External Affairs. In the summer 2026 issue of SUSTAIN – The Real Estate Magazine, he shares what he took home from the trip.
“What struck me most in Delhi was the confidence with which India is stepping onto the global stage. The conversations made clear that the next decades of economic growth and capital formation will increasingly be shaped outside the traditional Western centers.”
— Nico Zeifang, Partner at Penguin Capital
For Nico, one of the most valuable aspects of the conference was hearing global issues discussed from a non-Western perspective — a useful reminder for investors that the world’s economic gravity is shifting, and that understanding emerging power centers is becoming essential. What stayed with him beyond the panels and speeches were the conversations about long-term responsibility: how entrepreneurs, investors and policymakers think about growth, resilience and impact in an increasingly multipolar world.
For an asset allocator, that is exactly the kind of structural shift worth understanding early — long before it shows up in the data.
The full issue can be requested from SustainProperty.