The conjurings of data center finance | A lesson in risk and debt management | The Daily Brief

Описание: In today's episode of The Daily Brief, we cover a two major stories shaping the Indian economy and global markets:

1. Data Center Financing Explained | How AI Infrastructure Is Funded
We break down how data centres raise billions — from equity and construction loans to securitisation and Lease Rental Discounting (LRD). We also explore how GPU-heavy AI data centres change the risk game, and why India’s financing model looks very different from the US.

2. SEBI’s Mutual Fund Overhaul 2026 | Lifecycle Funds & Thematic Rules
SEBI has released its final mutual fund rationalisation framework — introducing lifecycle (target-date) funds, capping thematic fund overlap, and scrapping solution-oriented schemes. We decode what’s changed and what it means for investors.

Timestamps
00:00 Intro
00:38 How Data Centers Get Financed
12:10 SEBI’s new fund rules
24:16 Tidbits

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