If there's a Modi wave, who wins, who loses

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:

<a href="https://www.thehindubusinessline.com/features/investment-world/building-high-hopes/article5931162.ece">Building high hopes </a>

Oil & Gas:

<a href="https://www.thehindubusinessline.com/features/investment-world/silent-on-subsidies/article5931163.ece">Silent on subsidies </a>

FDI and FII:

<a href="https://www.thehindubusinessline.com/features/investment-world/likely-boost-to-foreign-portfolio-flows/article5931159.ece">Likely boost to foreign portfolio flows </a>

IT and Telecom:

<a href="https://www.thehindubusinessline.com/features/investment-world/rural-india-connect/article5931158.ece">Rural India connect </a>

Infrastructure:

<a href="https://www.thehindubusinessline.com/features/investment-world/many-roads-to-profit/article5931157.ece">Many roads to profit </a>

<a href="https://www.thehindubusinessline.com/features/investment-world/rural-india-connect/article5931158.ece"> </a>