#CNBCTV18Market | Believe continuity of power is a powerful enough narrative to support the economy; while some focus on subsidies at the expense of capex is likely, says Bernstein on #Elections2024

#CNBCTV18Market | BJP is falling short of majority, our base case is that the BJP-led NDA is likely to form the next government, says Morgan Stanley on #Elections2024

#CNBCTV18Market | Political outcome suggests weak sentiment at lower end of the income pyramid, #investors will focus on policy choices to support growth vis-à-vis ensuring macro stability, says UBS on #Elections2024

#CNBCTV18Market | #PMModi losing simple majority was unexpected, our base case remains a coalition govt led by PM Modi, says Jefferies on #Elections2024, adding that the 2024 example shows extreme #market reaction could be #buying opportunity

#CNBCTV18Market | Doubts openly question near record premium of SMIDs & recent re-rating of #ModiStocks, Private banks, IT, insurance and commodities are preferred sectors, says CLSA on #Elections2024