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Subramanian Sarma of L&T discusses the Middle East's vital role in energy, power transmission, solar parks, and infrastructure projects. With a strong presence and positive outlook, L&T anticipates growth opportunities in the region over the next few years.
Dr Arvind Panagariya discusses India's unstoppable growth potential, emphasizing sustained democracy, economic reforms, lack of major competitors, and the bridgeable gap in per capita income. India's growth trajectory looks promising for the next few decades. Dr Panagariya says: "We are currently growing in real rupees about 7% or so per year but certainly with a few more reforms in the next five years, we can realistically push it to somewhere close to 9%."
Zuari Industries, led by Athar Shahab, focuses on simplifying structures, unlocking value through strategic investments, and expanding into bioenergy. The company plans to deleverage through land monetisation and Dubai project liquidity, supported by cash flows from real estate and sugar projects. Shahab says: "Right now, the biggest source of debt reduction is monetisation of our land parcels in Goa. "
Nifty and Sensex soar to new highs in the financial year 2023-24, with retail investors outperforming institutional ones. Rupak De predicts increased trading activity this week due to F&O contracts expiry and shares top stock ideas. De also says if Nifty fails to sustain above 21,950-22,000, the index might enter a consolidation phase.
Market regulators express concern over valuations from a strong bull run, predicting time correction and shift to reasonable valuations. SEBI's action on international ETFs aims to manage currency stability, reflecting a cautious market approach.Rishabh Goel says with the US Fed maintaining three rate cut expectations, expects FII flows to help further drive largecap performance.