Dalal Street prepares for counting day: Take a look at the biggest market calls for June 4

Renowned investor Mark Mobius is optimistic about Narendra Modi's potential third term. Mobius foresees a continuation of Modi’s policies, particularly benefiting infrastructure-related stocks. He told CNBC International, "Infrastructure is going to see a good push going forward," while also contemplating the unlikely but significant impact if Modi gains enough seats to amend the constitution.

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Christopher Wood: Market Stability Tied to Election Outcomes

Christopher Wood of Jefferies warns that a surprising defeat for the BJP could trigger a market correction, drawing parallels to the 2004 Sensex drop. Wood underscores Modi's positive impact on the lives of ordinary Indians over the past decade, making a shock defeat highly improbable. Even if the BJP matches its 2019 performance, it would suffice to sustain the government's policies, he notes.

Raamdeo Agrawal: High Market Expectations for Policy Continuity

Motilal Oswal Financial Services’ Raamdeo Agrawal is confident in the current government's re-election, estimating a 99 percent probability. However, he is cautions that an unexpected upset could lead to significant market corrections due to high expectations for policy continuity. Agrawal emphasizes that the mandate size will influence the market's response.

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Ramesh Damani: Sustained Policy Continuity and Market Growth

Veteran investor Ramesh Damani expects continuity in economic policies, which he believes will sustain market growth. Highlighting the transformation of PSU stocks under Modi's tenure, Damani predicts further government focus on sectors like infrastructure, housing, and renewable energy. He also hopes for simplified direct tax policies to ease compliance.

Hiren Ved: Confidence in NDA's Return

Hiren Ved shares the market's confidence in the NDA's return, stressing that the exact number of seats is less important than the continuation of current policies. He emphasizes the need for attracting foreign capital and improving the investment climate.

Atul Suri: Positive Outlook Amid Global Bull Market

Atul Suri views the market as reasonably positioned, noting that the global equity bull market will mitigate any negative election impact. Suri believes India will continue to demonstrate market leadership, especially if election outcomes are favorable.

Nilesh Shah: Cautious Note on High Valuations

Nilesh Shah expresses caution regarding high market valuations, suggesting potential jitters regardless of election outcomes. He highlights India's premium valuation compared to global peers.

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Sridhar Sivaram: Growth Potential in Utilities and Capital Goods

Sridhar Sivaram anticipates continued market growth, driven by government reforms. He is particularly bullish on utilities and capital goods, expecting strong earnings growth from sectors benefiting from government initiatives in wind, solar energy, and capital expenditure.

As June 4 approaches, market experts are closely monitoring the potential impacts of the election outcomes. While there is significant anticipation around the results, the consensus suggests that policy continuity is crucial for sustaining market stability and growth. Any unexpected outcomes could introduce volatility, making investors particularly attentive to how various sectors might develop in response to the election verdict.

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