Capex slowdown masks strong pockets in power, defence, and data centres: Jefferies

September 18, 2025
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Lavina Quadros, Capital Goods, Logistics & Utilities Analyst at Jefferies India, discussed capex opportunities in power, housing, data centres, T&D, defence, and private sector investment.

Capex slowdown masks strong pockets in power, defence, and data centres: Jefferies

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