The Gulf Reconstruction Play: How NRIs Can Track Indian EPC Firms Winning Overseas Contracts

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence NRI Investing · Gulf EPC Tracker The Gulf Reconstruction Play: How NRIs Can Track Indian EPC Firms Winning Overseas Contracts A record ₹7.79 lakh crore order book at L&T with about 37 percent in the Middle East, a UAE gas pipeline award of over ₹4,000 crore at Kalpataru, a Kuwait desalination win at Wabag and a US$1 billion Gulf pipeline in sight at Engineers India. The evidence is public, and an NRI can follow it from the United States. From the United States, the Middle East usually arrives as a headline about oil, shipping lanes and geopolitics. Look one layer below it and a more practical story appears: power lines, gas pipelines, desalination plants and storage terminals that have to be built, repaired and made more resilient. Indian engineering companies already work in those markets. For a US-based NRI who follows Indian equities, the useful question is which listed firms are turn...
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Lanco Infratech Ltd: Beautiful Chart Pattern
The chart of Lanco Infratech Ltd forms a beautiful BULLISH PATTERN, which could take the script to around Rs.14.50-17 in the coming days. Infrastructure sector is expected to get a big boost with Rs.50 lakh crore investment announced by the Finance Minister Pranab Mukherjee in the Union Budget 2012-13.
The ambit of Infrastructure tax-free bonds have been doubled in FY13 to Rs.60,000 crore, giving a tremendous impetus to all sectors which broadly come under infrastructure sector. Also, one should invest in Sintex Industries Ltd above Rs.55.

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