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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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Sensex, Nifty Climb, Records Highs: The market rose for the second consecutive day, as it fired all cylinders on the back of positive global cues, and a robust set of results from India Inc. A lot of shares surpassed their all-time highs. I had indicated about a pre-budget rally to commence from the first week of February, 2007 in my earlier mails. The 30-shares BSE Sensex finished 136.59 points higher, at 14,403.77, an all-time closing high. It had opened higher, at 14,293.11, and had gone on to attain an all-time high of 14,462.77. The new found vigour on the bourses is because of firm global markets after the US Federal Reserve’s decision to keep interest rates steady. The S&P CNX Nifty rose 46.30 points (1.12%) to 4183.50, an all-time closing high. It had surged to an all-time high, 4,198.70, in intra-day trading. The market-breadth was strong, as small-cap and mid-cap stocks were in fashion. For 1,396 shares advancing, 1,274 declined. A total of 52 remained unchanged. Anal...
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