Infrastructure
NDA government is expected to come up with policies for the
infra sector. Announcements can be made for setting up new
industrial parks, SEZs etc under the Make in India scheme.
Stock- GMR INFRA BUY
The stock has shown great Bull Run in the last week in
expectations of positive news for the infra sector in the budget.
There is subsidy, tax exemption for stranded gas assets. So,
Bullish on GNR Infra at Rs.19.6. Allocating Rs.100000. i.e 5102
shares
Automotive
Auto stocks would rally if there is a cut in the excise duty on
automobiles which is very likely to happen considering the
requirement to boost domestic manufacturing. Any increase in
tax slabs or lowering of interest rates would be good for the
sector.
Stock- MRF BUY
We have picked up a stock to earn supernormal returns. Govt
will support investments in transportation sector for transport
of raw materials etc. which is positive for tyre companies.
Rs.5,00,000 .i.e. 12.13 shares at Rs.41189/share