Hazelview Investments' Samuel Sahn and Telehouse Canada's Andy Fenton sits down with host Josh Welsh to outline the opportunities, risks and demand for AI data centers and whether they'll go to space!
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Hazelview Investments' Samuel Sahn and Telehouse Canada's Andy Fenton sits down with host Josh Welsh to outline the opportunities, risks and demand for AI data centers and whether they'll go to space!
In today’s global economy, analyzing specific countries offers investors key advantages. Single-country investing allows for deeper analysis of economic drivers, regulations, and market potential often missed in regional investments. Focusing on individual countries helps investors make informed decisions, tailor portfolios more precisely, and potentially increase returns.
In the second episode of our podcast series with David Jones, Director of iShares Investment Strategy at BlackRock, and Rohit Gupta, VP and Quantitative Researcher at MSCI, we explore India's investment landscapes, focusing on macro trends, sector opportunities, and risks.
Tune in to:
• Understand India's thriving economy, from digital transformation to growth sectors like IT and pharmaceuticals.
• Gain insights into valuation concerns, equity volatility in India
Don't miss this – hit play now!
BPM Talk
Hazelview Investments' Samuel Sahn and Telehouse Canada's Andy Fenton sits down with host Josh Welsh to outline the opportunities, risks and demand for AI data centers and whether they'll go to space!
