Infosys

Based in Bengaluru, Infosys is widely regarded as one of India's flagship technology operators. Its scale — about 336k people, around $18B in turnover — translates into genuine strategic weight across Asia Pacific.

Long-term partnerships with sovereign and institutional investors give the company unusual visibility on multi-year demand.

“Infosys is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

The outlook remains constructive: order books, hiring patterns and capex guidance all point to a multi-year expansion phase.