Sectorwise Major Beneficiaries:
🔹AGROCHEMICALS & FERTILIZER - UPL, Meghmani & Coromandel
, Jain irrigation, Kaveri Seeds
, GNFC, RCF, Coromondal GSFC
🔹AUTOMOBILE
-Tata Motors, Ashok Leyland, Eicher Motors, M&M
, Force Motors
🔹BFSI
All PSU Banks
, SKS Microfinance, MCX
🔹CAPITAL GOODS: BHEL, Crompton Greaves, Thermax, L&T
🔹CEMENT & BUILDING MATERIAL: All cement stocks
🔹FMCG & CONSUMER DURABLES
- Entire FMCG sector
except ITC
🔹IT SERVICES & EDUCATION- CMC, Infosys, Wipro and HCL Tech
🔹INFRASTRUCTURE: L&T, MBL Infra, Sadhbhav Engineering, IRB Infra, Texmaco Rail and Reliance Infra
🔹MEDIA
: PVR, Inox Leisure, Eros, Dish TV, Hathway
🔹METALS & MINING
SAIL, Tata Steel
🔹Oil & Gas
Oil India, HPCL, IOC, Gail
🔹PAINTS
: all Paints cos and Pidilite
🔹POWER
: Reliance Power, NTPC and Adani Power, Ujaas Energy, Suzlon Energy
🔹REAL ESTATE- Oberoi Realty, IB Realty, DLF, Unitech
🔹TELECOM
: Bharti Airtel, Idea, Sterlite Technologies, Bharti Infratel
For more info & disclaimer, pl visit www.bpwealth.com
