my bet on infra, railways, defence
have a look at BJP's manifesto and election rally speeches for more hints
Spot on. You have identified it very well. One can also go through the interim budget document to see where the government is going to spend big in the future. They have clearly mentioned it.
Agree. Also Companies that does electronics manufacturing like Tata , Dixon might go up
Only if BJP goes 320+ and NDA 400+. Current prices have factored in a clean sweep. Anything less and markets will take a toll for medium to long term.
Increase portfolio allocation to large caps with infra, defence, railways and financials as key themes
Drone manufacturing companies. Modernization of the military is the need of the hour
Brightcom group to the moon
Depends on the Election results.
Adani