Sector :Agriculture
Expectation:Lowering of interest rates on crop loans.
Impact:Positive
Stock Pick: Jain Irrigation
Sector :Logistics
Expectation:
Final go to much awaited Goods & service tax rollout plan.
Impact:Positive
Stock Pick:Container Corporation
Sector :Automobile
Expectation:
Excise duty may rise.
Additional excise duty for diesel vehicles
Impact:Negative
Stock Pick:Tvs Motor
Sector :Capital Goods
Expectation:
Likely increase in import duty in power generation equipment.
Impact:Positive
This will reduce the price differential between domestic and
overseas player, thereby inducing demand.
Stock Pick:BHEL,L&T and BGR likely to benefit.
Sector :BFSI
Expectation:
Lower lock in period for Tax savings FD.
Tax rate on the surplus profit of insurance companies may be hiked.
Allow higher FDI limits in Insurance.
Impact:Neutral
Stock Pick:Bajaj Finance
Sector :Cement
Expectation:
Excise duty likely to be increased .
Impact:Negative
Stock Pick:Orient Cement
Sector :Infrastructure
Expectation:
Govt may increase infrastructure spending.
Impact:Positive
Stock Pick:GVK Power
Sector :FMCG
Expectation:
Implementation of GST.
Increase in Excise duty on cigarettes.
Revision of Tax slab.
Impact:Neutral
Stock Pick:Dabur & Marico
Sector :Hospitality/Healthcare
Expectation:
Drastic reduction in the taxes.
Impact:Positive
Stock Pick:Fortis Healtcare
Sector :Power
Expectation:
Incentives for renewable energy
Tax-free bonds for the power sector
Improvement in coal supply for the power sector
Impact:Positive
Stock Pick:Tata power & NTPC
Sector :Media
Expectation:
Rise in FDI limit
Implementation of GST
Impact:Positive
Stock Pick:Zee Entertainment
Sector :Pharma
Expectation:
Increase in budget allocation to healthcare schemes.
Impact:Positive
Stock Pick:Bliss Gvs
Sector :Oil n Gas
Expectation:
Increased prices of diesel, LPG and kerosene.
Impact:Positive
Stock Pick:HPCL
