October 3, 2025
Dolat Capital’s Top Sectors & Stocks For NAMO’s India 2.0
Dolat Capital has issued a report stating that there will be a structural re rating for India and have picked sectors and stocks that will benefit from that
Dolat Capital has issued a report stating that there will be a structural re-rating for India and have picked sectors and stocks that will benefit from that




The key arguments favouring such a scenario are:

– The single party majority shall imply a significant change from the era of depending on allies for every decision. With Narendra Modi at the helm, and seen as decisive leader, it could mark a major shift from how the UPA operated.

-Subsidies, especially those on the energy front, will be better managed. We are building in a scenario that the new administration lets in the first couple of price hikes on the diesel to go through to send the message.

– BJP leaders have made statements to the effect of putting capex cycle back on track, and kick starting the stalled infra projects. With a majority on their own, the ability to push through the agenda will be even better.

– Currency could be far more stable, now with political stability, and energy prices in a range.

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