Mauritius Forum: Experts Chart Investment Course for 2025 

Financial experts gathered in Mauritius this week for the inaugural Strategia Wealth & Investment Forum, discussing strategies for navigating the investment landscape of 2025.

The event, held at the Hennessy Park Hotel, brought together approximately 200 investors, partners, and financial professionals. Strategia, an independent wealth management firm, hosted the forum with key partners Banque Syz (Switzerland), Motilal Oswal (India), and Friday Capital (Mauritius).

Key Topics:

• Diversified Assets: Experts emphasized the importance of spreading investments across various asset classes.
• Indian Market: The dynamism of the Indian market and its potential for growth were highlighted.
• Private Equity: Discussions focused on the role of private equity in portfolio diversification.

Didier Merle, Managing Partner of Strategia, said the forum aimed to provide clients with valuable investment insights. Strategia manages over $450 million in assets.

Market Outlook:

Charles-Henry Monchau, CIO of Banque Syz, predicted that U.S. stocks would be favored this year. He cited the “America First” policies and potential deregulation under a new Trump administration as factors that could shift financial flows towards the United States.

Sandipan Roy, CIO of Motilal Oswal, praised the growth potential of the Indian market, pointing to recent reforms and the booming consumer sector. He noted the strong performance of the Strategia India Focus Fund, co-managed by Strategia and Motilal Oswal, which has seen over 30% growth in USD over the past year.

Armand de La Hogue, Managing Partner at Friday Capital, discussed the opportunities in private equity, a critical component for diversifying portfolios. The partnership with Friday Capital makes Strategia the only management company in Mauritius directly linked to a local player.

Dilshaad Bundhun, a partner at Strategia, stated that the forum was designed to prepare clients for the opportunities and challenges of 2025. The forum emphasized the importance of strategic partnerships and a forward-thinking approach to investment.

Key Takeaways from the Strategia Wealth & Investment Forum:

• Eight of the world’s top 10 largest market capitalisations are American.
• The Trump administration’s deregulation could shift investments to the United States.
• India’s burgeoning market: Total savings will reach $100 trillion by 2047.
• By 2047, the number of high and middle-income households will surpass low-income households.
• 70% of investment opportunities lie outside of public markets.
• 95% of unicorns (start-ups valued at over $1 billion) are private entities.
• 2025’s preferred investment sectors: Artificial Intelligence, Cybersecurity, Data Centres, and Healthcare.
• Roughly 80% of Strategia’s clients have private assets in their portfolios, representing 15% to 20% of their total assets.

Source: Le Mauricien