By Irshad Mushtaq
When the Bharatiya Janata Party (BJP) wins an election in India, certain sectors of the stock market often see a positive impact due to the party’s policies and economic agenda. Historically, these sectors have included:
1. Infrastructure & Construction: The BJP has emphasized infrastructure development, which benefits companies in construction, engineering, and related services.
2. Banking & Financial Services: Pro-business policies often boost investor confidence, leading to higher market activity and demand for banking and financial services.
3. Utilities & Energy: With a focus on electrification and energy reforms, sectors like power generation, renewable energy, and utilities may see growth.
4. Automotive & Manufacturing: The BJP’s ‘Make in India’ initiative can spur manufacturing growth, benefiting auto and industrial companies.
5. Technology & IT Services: Pro-investment policies and digital initiatives can drive growth for IT companies, both in services and products.
6. FMCG (Fast-Moving Consumer Goods): Economic stability and growing consumer confidence can boost the FMCG sector as disposable incomes and consumption rise.
7. Real Estate: Real estate might benefit from policies aimed at affordable housing and urban development.
The exact impact depends on the policies implemented post-election and global economic conditions. Keeping an eye on policy announcements and government initiatives will provide a more precise indicator of sector performance.
- Learn from the insights of writer and investor, Irshad Mushtaq who is also a founder of MI Securities and a business partner at Sharekhan. Reach out to him at [email protected] for valuable knowledge on financial matters.
Follow this link to join our WhatsApp group: Join Now
Be Part of Quality Journalism |
Quality journalism takes a lot of time, money and hard work to produce and despite all the hardships we still do it. Our reporters and editors are working overtime in Kashmir and beyond to cover what you care about, break big stories, and expose injustices that can change lives. Today more people are reading Kashmir Observer than ever, but only a handful are paying while advertising revenues are falling fast. |
| ACT NOW |
| MONTHLY | Rs 100 |  |
| YEARLY | Rs 1000 | |
| LIFETIME | Rs 10000 | |
