Investors should position their portfolio in accordance with these 3 priorities of Modi 2.0
Rural development to ease farm stress through the development of rural infra (roads, housing, etc.) and boosting farm income. News reports suggest Rs 25,00,000 crore investments are planned by the government over the next 5-8 years
Sectors which are likely to benefit directly or indirectly by the outlay include names like consumer companies which are driven by rural demand such as farm equipment, rural financing companies, building material including cement and agri-inputs companies. Capital investment in infra development especially water linkage, roads among others will be in focus. The BJP manifesto puts out a figure of Rs 10,00,000 crore and highlighted by PM Modi in his speeches that water is the next big priority after toilets. As an investor, one needs to have exposure to equities to generate reasonable returns on their overall portfolios with investment in the various asset class.
We expect equities to outperform over the next five years as the benefits of bold structural reforms like GST, IBC, etc. begin to yield results.
Also, the earnings are at the cusp of a strong revival with a turnaround in banks after the peaking of asset quality issues.
This information is really good for traders to be in winning side of market.
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