Jefferies outlines India equity strategy targeting 2030 across six themes

Brokerage firm Jefferies highlighted private participation and government support driving expansion across six emerging sectors, including space, semiconductors, and data centers.

India aims to expand its space economy nearly fivefold to $40–45 billion by 2030, while semiconductor investments have reached approximately $20 billion with active fabrication projects.

Data center capacity is projected to surge fivefold to roughly 10 GW over five years, representing a $45 billion investment opportunity across supporting infrastructure.