Bernstein anticipates ongoing infrastructure and capex projects, with the government likely initiating ambitious new initiatives.
Jefferies sees a cyclical uptick in private capex and recommends the real estate, industrials and power sectors for long-term investment.
Citi expects stocks tied to infrastructure, logistics, industrial, and manufacturing sectors to perform well, highlighting Adani Ports and Special Economic Zone, L&T, and Bharat Electronics Ltd. as beneficiaries.
Motilal Oswal, who is "overweight" on the industrials and real estate sectors, anticipates strong valuations driven by a focus on manufacturing, capital expenditure, and infrastructure.
The brokerage's top picks within the top five themes identified include L&T, Adani Ports, ABB India, Indian Hotels Co., and Godrej Properties.
Bernstein anticipates ongoing infrastructure and capex projects, with the government likely initiating ambitious new initiatives. They also predict that incentives and foreign direct investment will continue to support manufacturing.
Jefferies sees a cyclical uptick in private capex and recommends the real estate, industrials and power sectors for long-term investment.
With a BJP win, Nomura expects a boost in infrastructure build-out and manufacturing-led growth, as well as a short-term rally and continued PSU stock performance due to potential reforms.
Citi expects stocks tied to infrastructure, logistics, industrial, and manufacturing sectors to perform well, highlighting Adani Ports and Special Economic Zone, L&T, and Bharat Electronics Ltd. as beneficiaries.
Motilal Oswal, who is "overweight" on the industrials and real estate sectors, anticipates strong valuations driven by a focus on manufacturing, capital expenditure, and infrastructure. The brokerage's top picks within the top five themes identified include L&T, Adani Ports, ABB India, Indian Hotels Co., and Godrej Properties.
