Modi government's guarantee will have a direct impact, investors will keep an eye on these 20 stocks

Impact of BJP’s manifesto on shares: As Lok Sabha elections are approaching. Parties are presenting their election manifestos. Recently BJP presented its election manifesto. In which he was told to pay more attention to some sectors. Today we have brought a list of 25 shares for you. The effect of which can be seen if the government is formed under the leadership of BJP. In one line, these are those 25 stocks on which Modi’s guarantee will have a direct impact.

Investors will keep an eye on these shares

BJP’s focus in the incoming new government will be on affordable housing (AH), which may impact HUDCO, metal, NBFC and cement (Ultratech and Ambuja Cement) stocks.

The government will also work rapidly in the tourism sector, the effect of which will be visible on hotel related stocks, airline industry and NBFC stocks.

The new government will work on improving railway infrastructure (new and upgraded). Its impact will be visible on the shares of steel players like APL Apollo, JTL, Surya, Hitech.

The government has talked about giving a new direction to the EV sector, the impact of which can be seen on the shares of auto manufacturing companies (Tata Motors, TVS Motor) and NBFCs (Shriram Finance, Sundaram Finance and Chola). When the government focuses on EVs, the shares of companies associated with auto parts suppliers will also be affected. Due to which companies like Motherson and Sona BLW will benefit.

The government has talked about the area limit for Mudra loans, due to which the shares of PSBs, SFBs and MFIs may see a rise.

The task of giving new direction to MSMEs has also been said by BJP. Which will have a direct impact on the shares of Shriram Finance, Masfin (NR) and Bajaj Finance.

The new government will also work on natural gas, due to which the shares of Gas GAIL, Petronet LNG, IGL, Mahanagar Gas, Gujarat Gas, Adani Total Gas and Pipes (Welspun Corp, Maharashtra Seamless, Ratnamani Metals) may see gains.