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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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Winning Strokes: Ennore Coke Ltd recommended to the Paid Groups, a couple of days back gave more than 30% in less than 7 days. Amazing!! What is the real story now........why is it suddenly rising???!!! Videocon Industries Ltd recommended on 1st October, 2008, to the Paid Groups in the Morning Mails, rose up by more than 13% on the news that the govt revived the proposal for allowing 100% FDI in electronics and sports goods retail. This line was mentioned on 1st October, 2008 to the Paid Groups: "The govt revived the proposal for allowing 100% FDI in electronics and sports goods retail. This is very good news for the companies like Videocon Industries Ltd. This is very good news for the companies like Videocon Industries Ltd." I think most of the Paid Group members made money from this scrip..... All the Nuclear Deal related stocks or defence related stocks ( KEC International Ltd, BGR Energy Ltd, CESC Ltd, Reliance Power Ltd, BHEL , L & T, Premier Explosives L...
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