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10 stocks which can give good returns in Modi’s Govt



The stock market is betting the new government will focus on sectors such as banking, infrastructure, power, highways and telecom to boost growth.

ET has compiled a list of 10 stocks that could benefit the most from a policy push.
CompanyCMPYTD ReturnReason
ICICI Bank146933%Lower Inflation & fiscal deficit.
Positive Interest rate perspective
L&T152542%well leveraged to take advantage of a demand uptick if the capital expenditure cycle revives. benefi t from value unlocking in the next 1-3 years.
Maruti221525%Strong competitive position, sharp rebound in volumes driven by consumer sentiment improvement and product launches, potential market-share gains and higher margins.
ONGC41746%Subsidy rationalisation and higher gas price
SBI256946%The stock currently trades at a discount to the long period average (LPA). At 25% premium to LPA, the upside potential is 48%; it is 121% to its peak valuation.
HPCL43483%lower oil price, which will reduce subsidy losses, and diesel price hikes, which will reduce working capital and interest costs
LIC Housing33552%steady growth in NII and reversal of provisions on teaser loans. Besides, margin and asset quality improved on a sequential basis
Motherson Sumi26042%strong business franchise, increasing content per vehicle, a likely revival in industry demand and rising exports.
Oberoi Realty225-4%good play in the realty sector given visible and relatively small land bank, comfortable debt/equity ratio and better governance and proven execution.
Shree Cement625544%market leader in the northern region

ET 20/5/2014


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The author is a Chartered Accountant and loves to write about Personal Finance, Wealth Management, Taxation etc.Disclaimer - The articles on this website is for informational and knowledge purposes and should not be treated as financial advice, Please consult your financial advisor before taking any investment decision.

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