Themes
Investment themes, from drones to data centres: where the money goes and what is already priced in.
- Data Centre Stocks in India: Who Gets Paid When a Data Centre Is BuiltOne megawatt of data centre costs about ₹60 crore to build in India. Which listed companies get that money, what drives the theme, the risks and what to watch.
- Drone Stocks in India: The Theme Is Real, The Price Is the QuestionIndia's drone industry is genuinely growing. That tells you nothing about whether the listed drone stocks are worth buying. Here is the arithmetic that does.