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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.
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