Bubble Talk: How are equity markets valuing data centres? | In Conversation with James Druce

In the third episode of Data Centre News Asia’s In Conversation series, we sit down with James Druce, or “Drucey,” to look at how equity markets are valuing data centres and how investors are viewing the sector as an asset class, as well as some of the risks in the market. He began his career at Macquarie Group before moving to CBA and then UBS. He is now at CLSA, where he heads up their Singapore and digital infrastructure segments. A really interesting conversation for anyone interested in the financial and capital side of the data centre industry. Thank you to James Druce for joining us! Watch the full episode above and let us know what you think in the comments. Follow Data Centre News Asia: LinkedIn:   / dcnewsapac   X: https://x.com/DCNewsAsia Listen to In Conversation: Spotify: https://open.spotify.com/show/ Apple Podcasts: https://podcasts.apple.com/sg/podcast/ #DataCentres #DataCentreNewsAsia #DigitalInfrastructure #DataCentreInvestment #BubbleTalk