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Neuberger Berman's Conrad Saldanha sees private banks as India's next opportunity; says AI capex cycle remains intact

1 source · first seen 10:18 30 Sept · updated 10:18 30 Sept

The brief

Written from 1 report · check the source before you trade
  • Conrad Saldanha expects the AI investment cycle to continue through 2027 and 2028
  • He sees private banks as India’s next opportunity
  • Private banks and Indian technology firms are exposed to the investment and lending opportunities highlighted

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1 report · earliest 10:18
CNBC-TV18Neuberger Berman's Conrad Saldanha sees private banks as India's next opportunity; says AI capex cycle remains intact10:18