Insurance Sector:
There are hopes the government would hike the FDI limit to 49% from 26% in the insurance sector and the beneficiary of this move are Aditya Birla Nuvo, HDFC, ICICI Bank, Exide, Max Life.
Retail Sector:
The raised FDI limit would also help Pantaloon and Shoppers Stop in the retail sector.
PSU Banks Sector:
Speculation of divestment and consolidation in the PSU bank sector would see Karur Vysya Bank, City Union Bank and Canara Bank buzzing.
Public Sector Units:
Also, Potential consolidation of loss making PSUs to be of advantage to ITI, HMT
Infrastructure Sector:
In the infrastructure space, capital investments by the NHAI (National Highway Authority of India) and the Public-Private Partnership (PPP) model will benefit HCC, Gammon, GMR Infra, IVRCL Infra and L&T.
Agro Based Industries:
Companies like Jain irrigation and seed companies like Advanta and United Phosphorus could see an upside.
Telecom:
The 3G auction would boost companies like Bharti, Reliance Communication, Idea and MTNL.
Individual stocks to watch:
Sun TV (DMK winning) and IBREL.
source: CNBC TV18
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