data centres

Data centre firm GDS's figures don’t stack up: short seller

Temasek-backed GDS is taking advantage of blind euphoria over data centres' growth prospects, Blue Orca says. GDS hits back. Whether the claims are true or not investors should take a more critical look at serial capital-raisers using lofty valuations to make acquisitions.
August 01, 2018

Warburg Pincus doubles down on Asia logistics

The early investor in Asian warehouses used for ecommerce looks to extend the play to Vietnam where it says the sector is at an “inflexion point”; capital flows into the emerging market hit a record last year.
February 12, 2018