Indian investors are increasingly entering a more sophisticated phase of portfolio construction, with diversification across asset classes, themes, and geographies becoming foundational, according to Vasanth Kamath, Founder & CEO of Smallcase.
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