Investors are advised to focus on returns and cash flow efficiency when making decisions about Adani. While some institutional investors, particularly from the US, may have different considerations, Japanese banks continue to support Adani due to their focus on India’s infrastructure projects. Different compulsions may influence decisions, but financial aspects remain primary.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly