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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Market Mantra
The Nifty is consolidating around 4850 mark. US markets closed flattish on the back of strong housing data and news reports from Greece indicating a re-election to end political deadlock in the debt stricken nation. Chinese data too pointed at a recovery that propelled base metals higher. Asian were mixed today on the news of faster-than-estimated economic growth in Japan and on optimism that the Federal Reserve will do more to stimulate the U.S. economy. Back home it seems the government would do something to bring life to the depleted infrastructure sector, to plug in inflation bubble. It is to be noted that controlling inflation and fiscal consolidation should be done at the same time.  
Allied Digital Services Ltd today touched Rs.22.95, before cooling a bit. The stock was again recommended yesterday to the Paid Service Members.
Today Lanco Infrastructure Ltd touched Rs.12.58, before cooling down a bit. The scrip could be moving towards Rs.16 in the coming days. 
I have recommended a stock to the Paid Members yesterday, which hit 2nd consecutive buyer freeze today.

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