Should one worry about OMC stocks as election nears? Sachin Shah answers

“Today, 50% of power cable sales come from the export side. There is opportunity from the North America market and the Europe market because in the Europe market, renewable energy is a very big thing. They need to establish much more new transmission capacities for renewable power and in North America, they need to completely rebuild their infrastructure. There is probably annually a $20 billion opportunity. So, the business outlook is looking very strong.”