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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  Estd 2006 Corporate Strategy  |  AI Pivot & Power Infrastructure Reliance Power's AI Pivot (₹25.10): Rebranding, ₹9,000 Cr Capital, and a Policy Tailwind Arriving Right on Cue Four renamed subsidiaries. A ₹9,000 crore fundraise. And a state government simultaneously building the exact demand this pivot is betting on. On June 30, 2026, Reliance Power quietly filed one of the more consequential corporate-identity shifts in the Indian power sector this year. Four of its subsidiaries were renamed Reliance AI Green Power, Reliance AI Power, Reliance AI Data Control, and Reliance AI Data C — and the company formally added artificial intelligence and technology-enabled services to its business objects. This was not a data-centre announcement or a customer contract. It was...
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Karuturi Global Ltd: Buy
CMP: Rs.1.63
Land is one of the most pricey things in India. In Africa, it is cheaper. This has prompted many Indian companies and individuals to migrate to African countries for farming. Karuturi Global is one Indian company with huge tracts of land in Ethiopia.

However, according to recent and past media reports, their experience has not been good. There is strong local resistance and also lack of a viable market for their produce. The local resistance is mainly because of allegations that Indians are engaged in land grab there.

After Narendra Modi's visit, the Indian government might take measures to address this burning issue. This can help build the trust of the Africans and land can be a point where both India and Africa have a common interest.

 Anyway, the Book Value of the shares of Karuturi Global Ltd is Rs.18.67  and it has an EPS of Rs.1.46. The P/E of the shares of the company is 1.10 against the Industry P/E of 20.91. A decent P/E re-rating of 10 can take the scrip above Rs.15; after giving suitable discounting. 

 If you do not have free cash, then you can exit out (or book out small profits) of JSW Energy Ltd (Rs.80.20), as the stock is not performing as per expectations and enter Karuturi Global Ltd at Rs.1.63, for a short term target of Rs.5. 

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