Alpha Ideas 20-20 | Why Stalwart Advisors’ Jatin Khemani Bets On GE Power

GE Power is an obvious beneficiary of the incremental thrust to curb pollution, says Jatin Khemani.

Smoke rises from a chimney at a thermal power station in Mumbai, India. (Photographer: Dhiraj Singh/Bloomberg)

A scope of “healthy earnings” in the power space due to a change in emission norms—a Rs 1.5-lakh-crore business opportunity—makes GE Power India Ltd. a potential candidate for re-rating, according to Stalwart Advisors’ Jatin Khemani.

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