@hitesh2710 sir thank you so much for running this institution of a thread for everyone’s learning.
I was reading about the recent developments and potential trends in India from macro point of view and one theme which caught my attention was Data centers. What would be the better way to play this theme? The REITs who give the space on lease or the Companies who run them or companies which make instruments for use in these centers?
As of now, I am not able to find companies which are engaged in any of the above I mentioned above! Though some names which keep propping up in the discussions are Aurion Pro, Anant Raj etc.
Would be great to know your view!
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