Since the oil and gas production growth will be very strong for Oil India and the momentum is expected to continue for some more time. Another stock is Gujarat Gas, which is in city gas distribution. After the monsoon, construction activities will pick up again and we will see that industrial offtake for Gujarat Gas will improve. Oil India and Gujarat Gas are the two top picks in the sector.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a