Show Notes
This week begins with how booming demand for AI infrastructure is driving a sharp increase in the price of memory chips. Erin Withey is in the studio to explain what this means for supply chains, which companies are winning as a result, and whether the squeeze is here to stay.
Casting our ears abroad, we move to India, where a recent rally in the country’s equity funds has sparked investor interest. Helen Kirrane unpacks the reasons why lower oil prices and attractive valuations are boosting sentiment, and which funds are at the forefront of the recovery. More updates on that here
Finally, Michael Fahy talks through defence contractor Cohort, after it reported another year of strong growth. Mike discusses how a rising demand for its electronic warfare systems is fuelling its healthy order book and filling its pockets.
Timestamps: 00:00 Intro 03:42 AI inflation 11:58 India funds 17:24 Cohort results
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