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    TRIPURA PROJECT

    For investors with medium-term outlook: 5 large-cap stocks with upside potential of up to 23%, according to analysts

    The headwinds hitting the market are not just easing now. Some of them are actually turning into tailwinds. That is a real change. The broader market is inching higher, and the Nifty and the Sensex are moving up with it. For months, the bulls were trying and failing to get a foothold. This time the attempt looks more serious, because the macro picture, for once, is working for rather than against them.

    Time to be contrarian? Are analysts behind the curve? 5 stocks from two segments of the oil and gas space

    The tensions that drove oil higher are still lurking under the surface. A single statement, or a single strike, and they can surface again within days. Another round of trouble cannot be entirely ruled out. And if it comes and oil climbs again, much of the contrarian case we are making weakens with it. So the improvement is real, but it is not yet fully safe.

    JK Lakshmi Cement breaks ground on Project ‘Kamakshi’ in Assam, marking its first footprint in the Northeast India

    JK Lakshmi Cement Ltd has launched Project Kamakshi to create an integrated cement plant in Assam. The plant will have a capacity of 2.5 million tonnes per annum and a 1 million tonne clinkerisation unit. An investment of Rs 11,000 crore is planned for this project, which will primarily serve the Northeast market. The project aims to generate over 2,000 jobs and strengthen the local economy.

    Mizoram to get piped cooking gas by 2028, ₹491 crore pipeline underway

    Mizoram is set to receive piped natural gas connections for cooking by early 2028. Indradhanush Gas Grid Limited is constructing a 119.45-km pipeline connecting Panisagar in Tripura to Aizawl. The project aims to ensure a reliable supply of cooking fuel, addressing current shortages of liquefied petroleum gas. Initial coverage will include Mamit and Aizawl districts with an investment of approximately Rs 491 crore.

    High-voltage reality: ‘Data hubs need stable grids more than sops’

    As states roll out the red carpet to attract private investments in artificial intelligence (AI) and cloud infrastructure, delivering uninterrupted power to project sites from day one would be crucial for their success, they said.

    These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25% according to analysts

    The coming earnings season will reflect the impact of the bad monsoon, higher oil prices, and, in pockets, higher inflation. Given that, in terms of valuation, stocks are still not cheap, the risk to the market stays high. But that is in the short term. But then who said investing is only about the short term?

    The Economic Times
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