Adani Enterprise is set to benefit greatly from 2025 to 2027 with businesses like Adani Airports and Adani Roads becoming independent companies. Effective debt management and strong cash flows are expected to drive further growth. Reliance Jio platforms may be listed in 2025, providing significant opportunities. The government plans substantial infrastructure spending, benefiting related companies.
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