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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(i) After a long time Reliance Communications Ltd moved above Rs.54 today; following news in a Business Channel. This kind of news keeps on popping up but at the end nothing happens. Therefore, the short term traders are suggested to book profits at around Rs.54.50. However, long term traders can keep holding the scrip with  a SL of Rs.46.



(iii) Shrenuj & Co Ltd hit the buyer freeze in the opening trade. The stock should move higher in the coming days, as the promoters will manage Rs.300 crore from somewhere to refinance the loans.

(iv) Investors can continue to buy the shares of IVRCL Ltd for short term target of Rs.7-8. The company is operating in 5-sectors therefore the chance of a turnaround looks bright  once a strategic investor chips in....

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