Infrastructure and related sectors, including industrials, capital goods, utilities, defence, cement and real estate, may see a boost if the incumbent government returns to power, according to analysts. With less than a week left for the Lok Sabha 2024 election results, Nomura and UBS anticipate a third term for the National Democratic Alliance, led by the Bharatiya Janata Party. UBS foresees a high probability of the BJP maintaining a single-party majority. Meanwhile, Nomura’s survey saw 83% predicting BJP returning to power as the single largest party, and 99.3% expecting an NDA victory. Investors expect policy continuity and positive market sentiment in anticipation of political stabil
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