The Great Physical Rebuild
Perspectives
30 July 2026
AI is not the story. It is the catalyst.
Our latest Perspectives report argues that the world is living through a once-in-a-generation shift: from three decades of optimising for efficiency to a new era built on resilience, redundancy and sovereignty. Hyperscalers, governments and defence budgets are all pointing to the same conclusion, a Global Industrial Capex Supercycle that could prove larger and longer than markets expect. And India, for the first time in a generation, sits right at its centre.
Read “The Great Physical Rebuild” to understand where this cycle is headed and where value is likely to accrue.
Read the full report → click here