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    Election Outcome

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    • If BJP doesn't get 240 seats, markets may not go up says Avendus' Nandik Mallik

      There will be concerns around policy continuity because uncertainty about decision making would loom large.

    • Eleven-year high positive sentiment in May Flash PMI signals strong confidence about election outcome in Corporate India

      The Flash Composite PMI for India came in at 61.7 for May, up from April’s final reading of 61.5, indicating strong growth momentum

    • Investors shifting from IT, pharma into high betas: Choksey

      According Deven Choksey institutional investors seem to be shifting part of their holding from IT, Pharma into high beta names including cyclicals.

    • Banks key beneficiary of favourable poll outcome: Nomura

      Prabhat Awasthi, Nomura said the key feature of the market rally over the past week has been the outperformance by high-beta and domestic-cyclical sectors such as banks, real estate and capital goods that had been laggards since the beginning of 2013.

    • UBS says good time to enter mkt, picks 9 favourites stocks

      The market is likely to remain subdued if election outcome is mixed. Political cues will impact the market only if the verdict is unilateral says Gautam Chhaochharia of UBS Securities.

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