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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- Sika targets growth from China renovation market, global data centresSika has re-calibrated its business model there, originally very heavily focused on new-build projects, to also focus on the renovation bus...
- STT Global acquires 3.5-acre land parcel in Navi Mumbai for Rs 282 croreSTT Global Data Centres India has bought a 3.48-acre industrial property in Navi Mumbai's Mahape for Rs 282 crore. This strategic acquisiti...
- The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
- India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
- The great $100-billion tech shift: GCCs tighten grip on India’s talent marketIndia's Global Capability Centres (GCCs) jobs: India's Global Capability Centres (GCCs) are rapidly outpacing traditional IT services, driv...
- Manufacturing sector emerges as key structural play amid global supply chain shiftInvestors can explore manufacturing mutual funds for portfolio diversification. The sector shows strong potential driven by domestic demand...
- One sentence from Jensen Huang just made Marvell the hottest stock on the planet, company added $90 billion in 2 daysJensen Huang Marvell (MRVL) trillion dollar prediction: Marvell Technology's stock surged after Nvidia CEO Jensen Huang lauded the company ...
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
- Digital infrastructure demand drives new wave of strategic land buyingIndia's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Maj...
- Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
- Expecting almost 8-10 GW data centre capacity in and around Hyderabad: Telangana Special Chief SecyTelangana is set to become a major data centre hub, with plans for eight to ten gigawatts of new capacity. The state administration is comm...
- Rising AI adoption to drive $23 billion into India's data centres by 2030: ReportIndia’s data centre capacity is set to grow at a 26% CAGR over the next five years, according to a report. It highlighted that AI-led infra...
- India ranks second-largest market for data center in Asia PacificIndia is rapidly becoming a major player in Asia Pacific's digital infrastructure growth. Driven by AI and cloud expansion, the nation boas...
- Upgrade grid to realise AI dream: Applied Materials executiveApplied Materials urges India to modernise its power grid to fuel its AI ambitions, highlighting the need for reliable, clean energy. The c...
- White House invite to PM Modi has flouted protocol, says Ex DiplomatFormer Diplomat Veena Sikri highlights protocol concerns regarding an invitation for Prime Minister Modi. She notes renewed US interest in ...
- Global bond rout deepens as Iran war drags on and underscores inflation fearsGlobal bond markets are experiencing significant losses as rising energy prices, fueled by the Iran conflict, ignite inflation fears. Inves...
- Europe lacks everything needed to make its stock market a winnerEuropean stocks have lost their momentum as investors shift focus from cheaper regional equities to the AI boom and seek refuge from a glob...
- European shares log weekly losses on Iran war-linked inflation woesdropEuropean markets experienced a significant downturn, with the STOXX 600 index sliding due to escalating energy inflation fears stemming fro...
- Global Markets | European shares tumble on Iran war-linked inflation woesU.S. President Donald Trump, on the last day of his trip to China, said his patience with Iran was running out and that China's President...
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