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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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Some Tit-bits of Stocks: Another Mushroom manufacturing company could Spring Surprise after good showing in Q3FY-2006-07: An analysts is betting heavily on Textiles, Chemicals & Fertilisers and Agro-based sectors as according to him, these could be the prime target of the Finance Minister since these three sectors taken together contribute more than half the GDP: Momentum to continue in the bourses as the Pre-Budget Rally has stated, as was mentioned in ealier positings: Look for Undervalued & Fundamentally strong Scrips in Mid, Small & Micro-Cap Space: Natural Gas drags Crude Oil down: When would Stock Exchanges stop moving the scrips at will from one Group to Another ( Like moving a scrip from the Z-group to B2 group and vice-versa), triggering rally or fall in them. Is the officials close to Dalal Street Making money on this exercise? Seems? On the name of cutting volatilty a section of unscrupulous Traders and Investors who are connected with Stock Exchange Officials, ...
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