NOTE: No recommedation
Modi Policies contninue for defense ,Infrastructure, PSU banks.. But theese sector already reached 4x 3x form their Prcing.
check valuations.
Railways
announcement for infrastructure expansion for the train network is also expected in the Union Budget, which is scheduled for after the elections. last budget when it allotted Rs 2.40 lakh crores all stoks went all time high.
IRCTC
IRFC
RVNL
IRCON
Defence sector
make in India” idea has expanded beyond consumer durables and textiles to the defence sector.
3,783 items on the list are now manufactured locally.
Ministry of Defence has been allotted Rs 5.94 lakh crore. This figure accounts for 13.18% of the total Rs 45.03 lakh crore pf the previous budget.
Some stocks to observe post-election are:
- Mazagon Dock Shipbuilders Ltd. Ship Building
- Bharat Dynamics Ltd. Aerospace & Defence
- Hindustan Aeronautics Ltd. Aerospace & Defence
- Bharat Electronics Ltd.
- Paras Defence and Space Technologies Ltd.
3. PSU banks
capital adequacy ratios (CARs)
non-performing assets (NPAs) Improved after BJP Merged banks. ex: allahabad bank and canarabank
Oil and gas
Ethanol sector:
Ethanol Blended Petrol (EBP) Programme to promote ethanol production.
which aimed to achieve 20% ethanol blending by 2030 but expecting by 2025-26
