Morgan Stanley projects Reliance Industries’ market value could jump by $60 billion by integrating its new energy business with AI. RIL plans to transform its Jamnagar complex into an AI infrastructure hub, capitalizing on the AI boom and addressing data center energy needs. This includes powering 1GW of data center capacity with NVIDIA chips.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.