BJP Manifesto 2024 : In the BJP's manifesto released by PM Modi for the next 5 years, along with new measures to further strengthen India's economic growth, it has been said that all the previous policies will be continued and made better. It said that the focus will be on further expansion of infrastructure (physical, digital, social), manufacturing, exports, MSME, employment, rural income and youth and women empowerment. Under infrastructure, the focus will be on housing, defence, railways, aviation, energy, roads, EV. At present, after this manifesto, the brokerage house says that the policies which are running are expected to continue. Due to this, some strong stocks from different sectors can prove to be winners.
4 shares for quick earning, profit can be up to Rs 18 thousand on every Rs 1 lakh in 1 month
Brokerage House Motilal Oswal
Brokerage house Motilal Oswal says that if Narendra Modi becomes 3.0 (Narendra Modi 3rd Term) So the momentum regarding capex, manufacturing and infra is expected to continue. The brokerage says that the policies that are underway or being made are expected to be implemented in a better way. Among these, the scope of housing, Ayushman Bharat, physical and digital infrastructure can increase. At the same time, focus will also increase on Big Bang political agenda like Uniform Civil Code, CAA and One Nation One Election. This manifesto focuses on development through several government programs and initiatives, which will have socio-economic impact.
Mutual Fund Strategy: These 10 stocks became the choice of mutual funds, sold these shares in fresh equity strategy
Brokerage house Motilal Oswal says that infra development (roads, railways, airports, metros, inland waterways, shipping), manufacturing (developing India as a global manufacturing hub) and capex will be the main priorities. On the social front, BJP plans to continue providing free ration under PMGKAY for the next 5 years, double the Mudra loan limit to Rs 2 million and expand the scope of Ayushman Bharat to cover senior citizens. Key economic proposals include focus on making India a major manufacturing hub (electronics, defence, aviation, railways, renewable energy), strengthening digital and physical infra and empowering MSMEs.
Motilal Oswal's Top Midcaps: Indian Hotels, Godrej Properties, Global Health, PNB Housing, KOEL, Cello World, Sobha, Lemon Tree Hotel, KEI Industries & JK Cement
Motilal Oswal's Top Largecaps: ICICI Bank, SBI, L&T, TITAN, ITC, HCL Tech, Coal India, M&M, Zomato, and Hindalco
TCS: What to do with TCS shares after quarterly results, Buy or Sell or Hold?
Brokerage House Philip Capital
Brokerage house Philip Capital says that BJP's manifesto indicates continuation of the policy. We hope that if Modi government gets a third term, the government will be more aggressive in terms of execution and policy development. Apart from this, there is a possibility of implementing those schemes in the next term, the draft of which was prepared in the current term. We hope to focus on different sectors and segments in the next 5 years. Brokerage India's economy in the long term (Indian Economy) And it is positive on equity and the growth momentum is expected to continue.
Modi government's 2nd term: From stock market to mutual funds, what did equity investors get in 5 years
Major Beneficiaries (Sector/Stock)
• Affordable Housing: HUDCO, UltraTech, Ambuja Cement
• Tourism: Indian Hotels
• Railway Infrastructure: APL Apollo, JTL, Surya, Hi-Tech
• ईवी: Tata Motors, TVS Motor, Shriram finance, Sundaram finance, Chola
• Auto Part Suppliers: Motherson and Sona BLW
• Working capital to MSME: Shriram Finance, Bajaj Finance
• Natural Gas: GAIL, PLNG, IGL, MAHGL, GUJGA
• Increase in Crop MSP: Escorts Kubota, M&M, MMFS, Chola, Shriram Finance, Sundaram Finance
• हर घर जल: Jindal Saw, Welspun Corp, Electrosteel Castings (NR), APL Apollo
• Pharmacies: Divis, Syngene, Suven, Ami Organic
• FMCG: Dabur, Emami, Bajaj Consumer
• PM-Ebus: Ashok Leyland, Tata Motors, JBM Auto, Olectra Greentech (NR).
(Source- Phillip Capital)
(Disclaimer: The advice to invest in stocks has been given by the brokerage house. These are not the personal views of Financial Express. There are risks in the market, so take expert opinion before investing.)
Summarize this content to 100 words
BJP Manifesto 2024 : In the BJP's manifesto released by PM Modi for the next 5 years, along with new measures to further strengthen India's economic growth, it has been said that all the previous policies will be continued and made better. It said that the focus will be on further expansion of infrastructure (physical, digital, social), manufacturing, exports, MSME, employment, rural income and youth and women empowerment. Under infrastructure, the focus will be on housing, defence, railways, aviation, energy, roads, EV. At present, after this manifesto, the brokerage house says that the policies which are running are expected to continue. Due to this, some strong stocks from different sectors can prove to be winners.
4 shares for quick earning, profit can be up to Rs 18 thousand on every Rs 1 lakh in 1 month
Brokerage House Motilal Oswal
Brokerage house Motilal Oswal says that if Narendra Modi becomes 3.0 (Narendra Modi 3rd Term) So the momentum regarding capex, manufacturing and infra is expected to continue. The brokerage says that the policies that are underway or being made are expected to be implemented in a better way. Among these, the scope of housing, Ayushman Bharat, physical and digital infrastructure can increase. At the same time, focus will also increase on Big Bang political agenda like Uniform Civil Code, CAA and One Nation One Election. This manifesto focuses on development through several government programs and initiatives, which will have socio-economic impact.
Mutual Fund Strategy: These 10 stocks became the choice of mutual funds, sold these shares in fresh equity strategy
Brokerage house Motilal Oswal says that infra development (roads, railways, airports, metros, inland waterways, shipping), manufacturing (developing India as a global manufacturing hub) and capex will be the main priorities. On the social front, BJP plans to continue providing free ration under PMGKAY for the next 5 years, double the Mudra loan limit to Rs 2 million and expand the scope of Ayushman Bharat to cover senior citizens. Key economic proposals include focus on making India a major manufacturing hub (electronics, defence, aviation, railways, renewable energy), strengthening digital and physical infra and empowering MSMEs.
Motilal Oswal's Top Midcaps: Indian Hotels, Godrej Properties, Global Health, PNB Housing, KOEL, Cello World, Sobha, Lemon Tree Hotel, KEI Industries & JK Cement
Motilal Oswal's Top Largecaps: ICICI Bank, SBI, L&T, TITAN, ITC, HCL Tech, Coal India, M&M, Zomato, and Hindalco
TCS: What to do with TCS shares after quarterly results, Buy or Sell or Hold?
Brokerage House Philip Capital
Brokerage house Philip Capital says that BJP's manifesto indicates continuation of the policy. We hope that if Modi government gets a third term, the government will be more aggressive in terms of execution and policy development. Apart from this, there is a possibility of implementing those schemes in the next term, the draft of which was prepared in the current term. We hope to focus on different sectors and segments in the next 5 years. Brokerage India's economy in the long term (Indian Economy) And it is positive on equity and the growth momentum is expected to continue.
Modi government's 2nd term: From stock market to mutual funds, what did equity investors get in 5 years
Major Beneficiaries (Sector/Stock)
• Affordable Housing: HUDCO, UltraTech, Ambuja Cement• Tourism: Indian Hotels• Railway Infrastructure: APL Apollo, JTL, Surya, Hi-Tech• ईवी: Tata Motors, TVS Motor, Shriram finance, Sundaram finance, Chola• Auto Part Suppliers: Motherson and Sona BLW• Working capital to MSME: Shriram Finance, Bajaj Finance• Natural Gas: GAIL, PLNG, IGL, MAHGL, GUJGA• Increase in Crop MSP: Escorts Kubota, M&M, MMFS, Chola, Shriram Finance, Sundaram Finance• हर घर जल: Jindal Saw, Welspun Corp, Electrosteel Castings (NR), APL Apollo• Pharmacies: Divis, Syngene, Suven, Ami Organic• FMCG: Dabur, Emami, Bajaj Consumer• PM-Ebus: Ashok Leyland, Tata Motors, JBM Auto, Olectra Greentech (NR).
(Source- Phillip Capital)
(Disclaimer: The advice to invest in stocks has been given by the brokerage house. These are not the personal views of Financial Express. There are risks in the market, so take expert opinion before investing.)