Arvind Kothari News Today : Breaking News, Live Updates & Top Stories | Vimarsana

In the first reaction of the bourses to the exit polls predicting a landslide win for the BJP-led NDA, benchmark Sensex and Nifty zoomed more than 3 per...

Favourable government policies, higher government capital expenditure, Indigenisation, Import Substitution and China Plus One Trend continues to be at play in sectors like Capital Goods, Defence, Electronics and Textiles in particular, says Arvind Kothari.

"We have seen China, Japan, and South Korea see a massive increase in consumption spending post attaining the per capita income level of $2000. So, a third term for Modi would signify political stability, and the outcomes of previously introduced reforms would predominantly unfold during this tenure. If the Indian economy maintains the anticipated growth trajectory, these two themes are well-positioned to be influential in the journey."

“In cricket, the top order has to play fearlessly to maximise the field restriction in power-play despite being most prone to the risk of swinging the ball. Middle order has different roles of anchor or aggressor depending on the state of the game. An experienced middle order always provides the necessary balance to the team.”

The rail stock has already rallied over 300% in FY24 on the back of rising demand for wagons from the Indian Railways. In the last three December quarters, the stock has a track record of giving at least 25% return each time.