India Politics - BJP’s 2024 Manifesto Promises Policy Continuity: Motilal Oswal

"NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.Prime Minister Narendra Modi unveiled the Sankalpa Patra (Manifesto) of the Bhartiya Janata Party (BJP), titled “Modi ki Guarantee 2024” for the 2024 Loksabha Elections. As per various opinion polls, the BJP is expected to retain power for the third consecutive term with a full majority. In this note we look at the key sector wise takeaways from the manifesto that promises policy continuity with an overarching aim of making India the world’s third-largest economy without taking eyes off macroeconomic balance or succumbing to the lures of competitive populism. The manifesto reflects the confidence of the current dispensation to return to power and thus refrains from any meaningful freebies, which would have extracted a fiscal cost..Our top ideas Large caps: ICICI Bank, SBI, L&T, Titan Company, ITC, HCLTech, Coal India, M&M, Zomato, and Hindalco. Mid-caps: Indian Hotels, Godrej Properties, Global Health, PNB Housing, Kirloskar Oil Engines, Cello World, Sobha, Lemon Tree Hotel, KEI Industries and JK Cement..Click on the attachment to read the full report:.India's CPI At 4.85%; IIP Robust At 5.7%; RBI To Remain Cautious: Nirmal Bang.DISCLAIMERThis report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit..Users have no license to copy, modify, or distribute the content without permission of the Original Owner."

India Politics - BJP’s 2024 Manifesto Promises Policy Continuity: Motilal Oswal

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India Politics - BJP’s 2024 Manifesto Promises Policy Continuity: Motilal Oswal

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