Please share the names and your views on which Listed companies will be benefited by :
Namo's "make in India" and "smart cities" and 'swachh bharat' theme !!!
Likely beneficiaries :
A) Make in India : L &T , Walchandnagar Industries,Bharat Forge,Auto and defence spareparts makers such as Motherson Sumi
B) Smart Cities : L&T,Maruti,Hindustan Construction,Tata Motors, E Commerce companies,Ultratech Cement,Hero Moto,ACC,Asian Paints,Ceramic sanitaryware and tiles makers, Airtel,Reliance Comm, 3G internet providers, Software industries like TCS ,Infy.,Private sector Banks like ICICI Bank,HDFC Bank,Axis Bank.
C) Swatchh Bharat : Sanitaryware makers, Pipes and pumps makers,Cement,Paint ind
Nest big opportunity is in e-commerce companies .
Smart_trade