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Macquarie: Thailand is the next frontier for datacenters.
Macquarie believes that with a stable power grid, proactive policies, and the support of new major development projects by amazon and Google in the Eastern Economic Corridor, Thailand will become the leading market for the next phase of growth in asia's datacenters. The institution states that the biggest opportunities lie with the owners and operators of industrial parks. Thailand's tax incentives and favorable licensing processes further accelerate growth.
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![[RRG] Short Term Rotations Putting XLV and XLK Back In Favor](https://sgsnsimg.moomoo.com/sns_client_feed/101760671/20241203/0060d34c08d5abf7da56d7110f45a41f.png/thumb?area=101&is_public=true)
![[RRG] Short Term Rotations Putting XLV and XLK Back In Favor](https://sgsnsimg.moomoo.com/sns_client_feed/101760671/20241203/5a649cfd4a9614652eef79d2b2d6ab87.png/thumb?area=101&is_public=true)
