Election Results 2014


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The BJP, under the leadership of Mr. Narendra Modi, has led NDA to a landslide win in Election 2014. View our presentation to know what to expect from the markets.

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  • This election 2014 has shown the magnitude which was predicted earlier and results are finally out making BJP the chosen one, hence Kotak Securities brings you their view on how one should go ahead with their investment journey with respect to this new government that will form.
    Visit http://www.kotaksecurities.com
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  • Election Results 2014

    1. 1. Election Results 2014
    2. 2. Victory of the Bhartiya Janta Party • The BJP, under the leadership of Mr. Narendra Modi, has led NDA to a landslide win in Election 2014.
    3. 3. A Landslide Win • The high vote share and majority number of seats reflect the significant amount of ground the coalition has gained against the UPA and the other regional parties.
    4. 4. Formation of a Stable Government • This is the first time in the past 30 years that, a single party has won the majority in Indian elections. The formation of a stable Government at the centre bodes well for the economy as well as stock markets.
    5. 5. Long-Term Sustainable Growth • We believe that, the new Government will take steps and measures to take the growth rates higher on a sustainable basis in the long term.
    6. 6. Encouraging Investments • We expect steps to increase public investments and encourage private investments in infrastructure, ensure better Governance, reduce Fiscal Deficit (including control of wasteful subsidies), implement structural reforms like GST, DTC, improve Center – State relationships, control inflation by taking effective steps to ease the supply side constraints, etc.
    7. 7. Measured Steps • However, we also feel that, it will take measured steps, rather than taking short term steps, as is being hoped by the market. • It’s a new dawn; bright sunshine will follow.
    8. 8. Upcoming Events • The formation of the Cabinet and the 2014-15 budget will be the important events to watch out for. • From the market’s perspective, it is a significant development. We remain optimistic on the long term prospects of the markets.
    9. 9. Short-Term Outlook • In the short term, markets may remain ranged or may even come under some profit-booking, especially after the sharp rise witnessed in the recent past. The outcome was discounted by the markets to a certain extent.
    10. 10. • Based on our expectations that, strong reform initiatives will be taken by the new Government, we continue to expect that, the domestic cyclical and infrastructure themes will out-perform. Expecting Reforms
    11. 11. Get eBooks Website Thank You Open a DEMAT Account
    12. 12. Disclaimer: Kotak Securities Limited, Registered Address: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400 051. Correspondence Address: 6th Floor, Kotak Infinity, Building No. 21, Infinity Park, Off Western Express Highway, General AK Vaidya Marg, Malad (East), Mumbai 400097. Tel no: 66056825. SEBI Registration Numbers: NSE INB/INF/INE 230808130, BSE INB 010808153 / INF 011133230, OTC INB 200808136, MCX-SX INE 260808130/ INB 260808135/INF 260808135 , NSDL IN-DP- NSDL-23-97, CDSL IN-DP-CDSL-158-2001, AMFI ARN 0164. Compliance Officer - Mr. Sandeep Chordia. Tel. No: 022 6605 6825. Email id: ks.compliance@kotak.com. In case you require any clarification or have any concern, kindly write to us at below email ids: • For Trading Account related queries: service.securities@kotak.com • For Demat Account related queries: ks.demat@kotak.com. • Alternatively, you may feel free to contact our customer service desk at our toll free numbers 18002099191 or 1800222299. You may also call at 30305757 by using your city STD code as a prefix. • In case you wish to escalate your concern / query, please write to us at ks.escalation@kotak.com and if you feel you are still unheard, write to our customer service HOD at ks.servicehead@kotak.com.