JSW Energy shares surged following the announcement of JSW Neo Energy’s acquisition of Tidong Power Generation for Rs 39 crore, supporting its 30 GW renewable energy target by FY 2030. Additionally, GE Power’s boiler business demerger into JSW Energy, with a share exchange ratio, further fueled investor optimism.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.