Election picks: 32 stock recommendations from Anand Rathi
1/14
In Focus
With the resounding victory of the incumbent government, Anand Rathi believes that markets would cheer the expected results as policy continuity would prevail with an increased focus on improving execution speed and plug gaps to increase efficiency; in turn better and sustained high GDP growth.
Brokerage firm Anand Rathi has shortlisted sectors and stocks amongst its existing coverage which could benefit in the medium to long term. Investors could add these ideas in a staggered manner. Here's the list:
Brokerage firm Anand Rathi has shortlisted sectors and stocks amongst its existing coverage which could benefit in the medium to long term. Investors could add these ideas in a staggered manner. Here's the list:
2/14
Auto and Ancillaries
Sona BLW, Hero MotoCorp
3/14
Cement Companies
Birla Corp, Ramco Cements
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4/14
Infrastructure
NC Infra, Ashoka Buildcon
5/14
Banks & NBFC
SBI, Axis Bank, Poonawalla Fincorp, Cholamandalam Investment (CHOLAFIN)
6/14
Railways
Siemens, Cummins
7/14
Tourism
Lemon Tree, Indian Hotels, RateGain Tech
8/14
Agriculture
Sumitomo, Bayercrop
9/14
Manufacturing activity eases to a three-month low of 57.5 in May
Anup Engg, Inox India, Kaynes Tech
10/14
Defence
Bharat Electronics (BEL)
11/14
Renewable Power Energy
NHPC, Suzlon, Coal India
12/14
PSU
Coal India, NHPC, BEL
13/14
Technology & Telecom
Bharti Airtel, KPIT Tech
14/14
Rural Economy
ITC, Hero Motocorp, Marico