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Showing posts with the label Jhunjhunwla Vanaspati is now also a real estate story

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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Soma Textiles and Industries Ltd rises from Ashes, hits 20% Buyer Freeze: Jhunjhunwala Vanaspati hits the buyer Freeze: Radhe Developers Ltd hits the buyer Freeze on early trade on rumours of Rights issue and some headway in the Nepal Government issue: Premier Explosives Ltd is available at the price of penny. The company could get the benefits from the Indo-US nuclear ties. The company is now fully focussed on defence. There are some good news in the offing in the counter : Bharat Seats Cools down a bit after buoyancy in the early morning trade: TV Channels Should stop bringing the analysts who have no Knowledge about Vishal Exports. It is not a "Penny Stock" by any yardstick. These fools whom TV Channels call analysts also said the same thing on another of my Multi-bagger--> Hazoor Media and Power Ltd: Crude Rises again, so buy Selan Exploration Technology or Alphageo: Dow Ends Down 48 at 12,738, Nasdaq Ends Up 5 at 2,518 on Continued Concern About US Inflation. The inf...
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