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India s Stock Futures Rally as Polls Predict Landslide Modi Win
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Mid and small caps may take a breather post election outcome, says Jefferies Mahesh Nandurkar
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Chris Wood predicts market correction on surprisingly bad outcome for BJP, probable capital gains tax changes
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CNBC s Inside India newsletter: The secret of the stock market rally
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Mahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the potential for earnings growth and the impact of global economic factors on India s market prospects. Nadurkar says: "I would not necessarily link the FMCG stocks going up to the big improvement in the rural demand recovery as such."