BJP Manifesto Gets Released today. Overall Opinion Polls are giving majority to Modi led NDA alliance.
THEME: Protecting against Cyber threats
STOCKS TO FOCUS: Tanla, 63 MOONS, Quick heal
THEME: Establishment of IMEC to promote Bharat’s trade interests
STOCKS TO FOCUS: RITES, ADANI PORTS, RAIL STOCKS, SHIPPING STOCKS, PORT STOCKS
THEME: Developing Strategic Partnerships for Mineral Security
STOCKS TO FOCUS: NALCO, HIND COPPER, GMDC, MINING STOCKS
THEME: Positioning Bharat as a Global Railway Manufacturing HUB
STOCKS TO FOCUS: BEML, SIEMENS, TITAGARH, TEXMACO
THEME: Making Bharat as Global Aviation Manufacturing and MRO Hub
STOCKS TO FOCUS: HAL, Dynamatic Tech, Astra Micro, BEL, MIDHANI, PTC INDS
THEME: Promoting Ship Building
STOCKS TO FOCUS: GRSE, MAZAGAON DOCK, COCHIN SHIPYARD, SWAN ENERGY (R-Naval)
THEME: Strengthening Bharat’s Position as Pharmacy of the World Esp APIs
STOCKS TO FOCUS: DIVIS, LAURUS, DCAL
THEME: Making Bharat a Global Electronics Manufacturing Hub by 2030
STOCKS TO FOCUS: PGEL, AMBER, DIXON TECH, KAYENS TECH, POLYCAB, HAVELLS
THEME: Making Bharat a Major Player in Semiconductor and Chip Manufacturing
STOCKS TO FOCUS: MOSCHIP SEMI, CG POWER, TATA GROUP, VEDANATA
THEME: Making Bharat a Global Leader in Textile Manufacturing
STOCKS TO FOCUS: WELSPUN INDS, TRIDENT, GRASIM
THEME: Increasing Ticket Availability, Constructing New Tracks
STOCKS TO FOCUS: IRCTC, RITES, IRCON, RVNL
THEME: Expansion of Kavach Train Protection System
STOCKS TO FOCUS: HBL POWER, KERNEX, SIEMENS
THEME: Expanding Expressways and ring roads
STOCKS TO FOCUS: IRB, DILIPBUILDCON, L&T, NCC, HCC
THEME: Promoting EVs, Expanding Fleet of PM-eBus
STOCKS TO FOCUS: TATA MOTORS, M&M, OLECTRA, JBM AUTO
THEME: Land Records Digitization, Expanding Bharat Net
STOCKS TO FOCUS: TCS, GENESYS, MAPMYINDIA
THEME: Expanding Nuclear Energy
STOCKS TO FOCUS: HCC, SIEMENS, THERMAX, L&T, WALCHAND NAGAR
THEME: Increasing Green Hydrogen Production Capacity, Establishing Smart Grid, Global Manufacturing Hub in Renewable Energy
STOCKS TO FOCUS: ADANI ENT, RIL, SCHNEIDER ELECTRIC, SIEMENS, SUZLON, KPI GREEN, INOX WIND, INOX INDIA
THEME: Building Sarovars to Manage Floods in North East,
STOCKS TO FOCUS: Combating Himalayan River Floods - SJVN, NHPC, HCC, L&T,
THEME: Global Manufacturing Hub, Building a Globally Competitive Food Processing Industry, Promoting Defence Manufacturing
STOCKS TO FOCUS: Capex theme, BEL, BDL, HAL, GRSE, DIXON, KAYNES, AMBER, MARUTI etc
Under the Make in India programme, manufacturing has emerged as a major economic sector with good success in electronics, defence, mobile, automobiles and more.