India has potential to capture a large share of global defense market: Mark Matthews
https://economictimes.indiatimes.com/markets/expert-view/india-has-potential-to-capture-a-large-share-of-global-defense-market-mark-matthews/articleshow/110556289.cms
... FIIs have particularly loved, in fact the investing community has particularly loved the work done by this current government even in the second term. How much probability would you assign that once he comes in place the reform momentum which the Street was directly observing will continue in the same breath?
I think it will continue and, of course, much is contingent on how many seats the BJP are able to secure and my sense is that there are many good pollsters who are on the ground and getting a very fresh read of the votes at the exit stations and so if there is some disastrous result brewing, I believe those pollsters would have gotten wind of it by now and they are all in the employ of fund managers and fund managers would have been selling. So, I am not expecting a bad result for the government and I do expect a continuation of its reform policies.
Exit polls show Advantage BJP! D-Street to likely train its guns on these sectors https://economictimes.indiatimes.com/markets/stocks/news/exit-polls-show-advantage-bjp-d-street-to-likely-train-its-guns-on-these-sectors/articleshow/110623997.cms
ETMarkets analysed sectors that may see traction when markets resume trading on Monday.
PSU stocks across sectors are expected to remain in focus in the run-up to the result date and even after it. Counters in defence, railway, public sector banks (PSBs) may see a sharp upturn.
Ever since voting for the Lok Sabha election began, the market capitalisation of BSE PSU index has increased by nearly Rs 7 lakh crore with stocks of state-owned entities, now being categorised as "Modi stocks", rallying up to 87%.
https://youtu.be/EkdeJ2lUQpo?t=594 Rajeev Rajan speaks on the pre result market..