L&T shares rose 3% after securing a major Rs 5,000-10,000 crore steel project in MENA. The stock rebounded after budget-related weakness. Analysts highlight slowing capex growth but strong order inflows support optimism.
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