I think the market has taken comfort over the last few days since the election result has come out, until yesterday that the ministries have been announced that broadly speaking the policy directive is likely to remain the same.
Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunity
India’s data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura. The brokerage sees strong