“The BJP manifesto has a strong positive read-through for Indian equities,” said Seshadri Sen, head of research at Emkay Global Financial Services. “Railways, defence, housing mortgages, tourism, and aviation are direct beneficiaries; while textiles and pharma API are probable winners.”
Private Banks, Energy and IT offer value in subdued market: Mark Matthews
Mark Matthews of Julius Baer highlights silver’s fundamental strength driven by industrial and defense demand, while gold’s support comes from Indian household wealth. He anticipates