Post Lok Sabha Election 2024 Overview

What the victory means for Indian Economy and Corporate Profitability?

With India clocking 8.2% GDP mark in FY24 along with visibility on policy outlook; it is surely a very potent combination that attracts the growth hungry investors. Foreign investors have been net seller during the past few months and they are likely to return back in the coming months.

We believe that Modi 3.0 yields best outcome in terms of policy support to industries and accelerate their profitability by implementing favourable policies like PLI scheme etc…

Which sector is likely to be in strong footing in Modi 3.0?

With the strong kitty from RBI in form of dividends, sector like Infrastructure is surely a sector to be in.

To support the rising growth and aspiration of the country, Power and Power ancillaries will see further policy reforms. In Power segment, Renewable energy impetus of the current government is well known and hence it is likely to get more policy support to accelerate the growth of the sector.

If we make a table of sectors that is likely to see strong focus by the government under Modi 3.0 are:

-Infrastructure- Roads & Highways, Logistics                                                                                                                                    -Electric Vehicle Segment                                                                                                                                                                      -Green Energy                                                                                                                                                                                            -Semiconductor                                                                                                                                                                                        -Electronic Manufacturing Services                                                                                                                                                      -Power T & D                                                                                                                                                                                              -Public Sector Enterprises.                                                                                                                                                                    -Public Sector Lenders                                                                                                                                                                            -Affordable Housing                                                                                                                                                                                -Capital Goods (Railways & Defence)                                                                                                                                                  -Travel & Tourism

How Brighter Mind is positioned to capitalize on the growth of the industries and favourable tailwind under Modi 3.0

Sebi Registered Investment Advisor (Brighter Mind) has emphasized and advised its client to invest companies that belongs to Power, Railways, Defence , Domestic economy focused companies.

We have advised client to invest heavily in green energy companies in the power segment.

Our investors are optimally positioned to generate wealth under Modi 3.0. We advocates that any future opportunity should be lapped up by investing more into the recommended companies.

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