Sharekhan has come out with its report on India Election.
A thundering majority mandate to the National Democratic Alliance (NDA)-led formation under the leadership of Narendra Modi gives a fair amount of conviction that 'Acche din aa gaye hain' (good days are here again). Notwithstanding the near-term concerns such as a slowdown in consumption, muted industrial activity and an uncertain monsoon season amid inflationary pressures, we believe that the markets are set for a multi-year rally. Anyway, the equities have traditionally given handsome returns couple of years post-general elections. The reformist and pro-development track record and image of Narendra Modi and the NDA would also boost the overall sentiments and result in a re-rating of the valuation multiples.
From an investor's perspective, in addition to the increasing exposure to select index stocks (like ICICI Bank , SBI , RIL , L&T , Maruti and Grasim ), we advise increasing the exposure to quality mid-cap stocks for relatively superior returns due to a huge valuation gap. Accordingly, we have identified 20 quality mid-cap stocks that can potentially give ~40% returns over the next 12-18 months. The preferred picks are from the key themes of a policy-push in infrastructure (railways, power and roads), PSU re-rating and a revival in leading sectors (automobile, banks, and oil and gas).
For all recommendations, Click here
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To read the full report click here
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