Market Views

Jas Khaira on Digital Infrastructure

Jas Khaira, Senior Managing Director in Blackstone Tactical Opportunities, discusses what is driving digital infrastructure today and the key trends of tomorrow.

Tactical Opportunities, Blackstone’s opportunistic investment platform, leverages the scale and breadth of our global business to identify emerging trends across industries and invest capital.

In a recent webinar, Senior Managing Director Jas Khaira spoke with Principal Tina Raja about the current state of digital infrastructure and where he sees new opportunities. Digital Infrastructure – which provides mobile connectivity and cloud-based computation for the businesses driving today’s economy – has long been an area of focus for Tac Opps, with COVID-19 accelerating the trend.

Watch the video to learn more about Khaira’s thoughts on which assets are crowded and which still present compelling opportunities.

Learn more about Jas’ outlook on how specific technologies are experiencing a critical inflection in growth in his recent essay with Joe Zidle, Blackstone’s Chief Investment Strategist.


The views expressed in this commentary are the personal views of Jas Khaira and do not necessarily reflect the views of The Blackstone Group Inc. (together with its affiliates, “Blackstone”). The views expressed reflect the current views of Jas Khaira as of the date hereof, and none of Jas Khaira nor Blackstone undertake any responsibility to advise you of any changes in the views expressed herein.

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