General Elections 2024: How can stock market investors make most out of the ongoing Lok Sabha polls?

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election result periods. The convergence of conducive reforms has been a key driver, underscoring the potential for positive returns regardless of the political landscape. Since 2014, India has witnessed political stability under the BJP's majority rule, and now amid the national elections, political continuity remains the anticipated trajectory.

The Indian economy rides on a long-term secular megatrend, fuelled by distinct drivers propelling it towards a multi-decadal growth outlook. A resurgence in the investment cycle signals a robust GDP growth trajectory of 6-7% over the next five years. With active participation across housing, corporate expenditure, and government spending sectors, India appears resilient against global economic headwinds.

Investment-to-GDP ratios are on an upward trajectory after a prolonged decline, signalling the potential for a growth cycle driven by capital expenditure. This trend paves the way for enhanced productivity growth, promising opportunities across various sectors. >>General Elections 2024: Experts caution against buying on dips amid market fall; here's what they say Looking ahead to FY25, several thematic investment avenues emerge: Infrastructure: With government capital expenditure slated to increase by 11% compared to FY24 as mentioned in the recent budget, infrastructure companies stand to benefit, especially post-election private capex injections.

Realty: Robust housing demand coupled with strong market performance suggests sustained growth for real estate players. Favourable market conditions and lower interest rates are expected to drive industry expansion. We expect realty to be one of the main drivers of the Indian economy going forward.