Global markets face uncertainty. Rajeev Agrawal from DoorDarshi India Fund sees India’s economy as resilient. He focuses on domestic businesses less affected by global shocks. Real estate, banking, and renewable energy are highlighted as attractive sectors. Foreign investment remains a challenge, but long-term optimism persists due to strong domestic demand and demographics.
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