Adani Flagship Is the Next Big India Pick for Singapore’s Helios
THE SO WHAT
Helios rotating into Adani’s flagship as an India bet “left behind in the global AI frenzy” is a reminder that capital is hunting for non-AI cyclicals while AI multiples stretch. Operators in non-AI sectors should treat this as a window to raise or refinance before capital fully re-rates toward infra and compute again.
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