samosa
samosa

which stocks are bound to go up after elections ?

7mo ago
samosa
samosa

my bet on infra, railways, defence

have a look at BJP's manifesto and election rally speeches for more hints

steppenwolf
steppenwolf

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.

3xPlusOne
3xPlusOne

Agree. Also Companies that does electronics manufacturing like Tata , Dixon might go up

cArnage
cArnage

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.

cArnage
cArnage

Increase portfolio allocation to large caps with infra, defence, railways and financials as key themes

VolTa_musk
VolTa_musk

Reliance
Anything Adani
Irctc

jake_peralta_B99
jake_peralta_B99

Correct

AgentP
AgentP
TCS7mo

Drone manufacturing companies. Modernization of the military is the need of the hour

LongParade2
LongParade2

Brightcom group to the moon

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