Curator's Cut: Sentiment Shifts in India, Racking Up in Singapore & Gaming Across Borders
This Curator's Cut highlights changing sentiment in Indian equities, Singapore data centres, and global gaming industry. Share your theme...
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DATA CENTER SECTOR: From the Tip of the Spear to Canary in the Coal Mine
The sudden plunge in demand for an Nvidia-backed data center company’s initial public offering is revealing fresh cracks in the AI funding boom....
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Keppel DC REIT Deal To Lift 2026 Secondary Fundraising Above S$4B
Keppel DC REIT's S$625 million private placement will partially finance its acquisition of two hyperscale data centres in Tokyo. Secondary...
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Keppel DC (KDCREIT SP): Synthetic Expert Call Transcript (02 Sep 2026)
Power Grid Bottlenecks are the defining constraints of the current data centre cycle. In Greater Tokyo (Inzai City), connection queues have...
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Aequitas: Keppel DC REIT Placement - DPU Accretive; past Deals Have Done Well
Keppel DC REIT (KDCR) aims to raise around US$472m to invest in two data centres in Inzai City, Greater Tokyo. In this note, we comment on the deal...
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