Domestic brokerage firm Prabhudas Lilladher expects continuation of policy if NDA comes back to power and themes around infra, defence, consumer goods, new energy, tourism among others to continue doing well.On the other hand, consumers, 2-wheelers and tractors can get a boost from green shoots in rural demand and expectations of normal monsoons.Here’ a list of sectors along with the sectoral top picks that will have a positive impact on NDA’s return, as suggested by Prabhudas Lilladher:
F&O Talk: Smallcap index better placed than Nifty, says Sudeep Shah; picks 9 stocks for next week
SBI Securities expects Nifty’s breakout to strengthen if it crosses 24,450, opening the door to 24,900. While small-caps continue outperforming, Bank Nifty retains a positive
July 4, 2026