For the last six months, Indian stock markets have increasingly gyrated in tandem with political developments, and rightly so. The 2014 Lok Sabha Election has just concluded. It was keenly (and bitterly) fought with virtually no issue left unaddressed in the rhetoric. Come Friday 16 May and the dust will settle on the political battlefield, even as a new battle of wits (the political alliance game) opens up. The indications are that we will see a decisive change, not only in government but (hopefully) in the governance that follows. Hence, another struggle will open up – that of actually putting promise into play.
Our preferred stocks are aimed to best capture the applicable investment dynamics that can play out under each of the scenarios.
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