Elections in India have a decisive impact on equity markets. Historically, pre-election periods offer good returns, raising expectations as results approach.
In 2004, markets crashed due to the unexpected Congress-led UPA victory. In 2009 and 2014, they soared. In 2019, a BJP-led NDA win saw minor market dips.
India's draft National Electricity Plan proposes ₹4.75 lakh crore investment by 2027, boosting installed capacity from 426 GW to 900 GW by 2032.
IA BJP re-election may sustain infrastructure growth with projects like bullet trains, expanded highways, and new waterways, driving sectoral gains.
India's housing market is thriving with high demand and supportive policies. 2023 saw a 25% surge in housing volumes, nearing double growth in three years.
Investors favour political stability, policy expectations, foreign investment sentiment, and long-term outlook. Focus on strong companies or sectors.