Which sectors of India Inc will stand to benefit if the market’s wildest dreams are realised and the NDA sweeps the polls? Now that the party had laid out its sector-wise agenda in its manifesto, we decided to run a reality check and find out what this could mean for investors

Now that the BJP has released its manifesto with a sector-wise agenda for India Inc, we decided to run a reality check and find out what an NDA Government could mean for specific sectors and stocks. So, here’s what may happen if the market’s wildest dreams are realised and Modi does win.

Banking: Nothing of interest for this critical sector

Consumption: Over from rural folk to the city-dwellers

Realty:

Oil & Gas:

FDI and FII:

IT and Telecom:

Infrastructure:

(This article was published on April 20, 2014)
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