मोदी सरकार की वापसी, 5 सालों में कहां तक पहुंचेगा बाजार

मोदी सरकार की दोबारा वापसी को बाजार कैसे देख रहा है। अगले 5 सालों में निफ्टी कहां तक पहुंचेगा और कौन से सेक्टर्स में होंगे कमाई के सबसे ज्यादा मौके। ऐसे तमाम सवालों पर CNBC-आवाज़ ने ब्रोकर्स के बीच मेगापोल कराया है। इस पोल में शामिल 92 फीसदी ब्रोकर्स का मानना है कि NDA की जीत का फायदा इकोनॉमी और बाजार दोनों को मिलेगा।

अगले 5 साल में निफ्टी कहां होगा? इस सवाल के जवाब में 62 फीसदी ब्रोकर्स ने कहा कि निफ्टी अगले 5 साल में 12-20 हजार के स्तर के बीच दिखेगा। वहीं, 23 फीसदी ब्रोकर्स की राय थी की अगले 5 साल में निफ्टी 50 हजार से ऊपर का स्तर छू लेगा जबकि 15 फीसदी ब्रोकर्स अगले 5 साल में निफ्टी को 20-30 हजार के बीच देख रहे हैं।

पोल शामिल ब्रोकरों का मानना है कि अगले 5 साल में बैंक, इंफ्रा, एफएमसीजी और कंजम्प्शन शेयरों में जोरदार कमाई होगी। पोल में शामिल 90 फीसदी ब्रोकर्स का कहना है कि अगले 5 साल में मिडकैप शेयर जोरदार कमाई कराएंगे जबकि 10 फीसदी ब्रोकर्स का कहना है कि अगले 5 सालों में मिडकैप से कोई बड़ी उम्मीद नहीं है। निफ्टी के 3 पसंदीदा शेयर पूंछने पर एलएंडटी, एसबीआई और आईटीसी पर बोकर्स ने अपनी मुहर लगाई।

पोल में शामिल 8 फीसदी ब्रोकर अरुण जेटली को वित्तमंत्री को तौर पर देखना चाहते हैं जबकि 57 फीसदी ब्रोकर पीयूष गोयल के पक्ष में हैं।

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Modi 2.0: Major challenges ahead for the new government

The markets and investors would expect the new government to retain and enhance its hallmark – decisiveness in many key issues that came up, during the last term. Decisiveness infuses greater confidence into business and industries and facilitates easy conversion of intentions and ideas into reality.

While so many archaic laws and rules have been already scrapped, we are still quite low on the ranking for ease of doing business. We need to work on this as a priority as it can enthuse people from abroad to come to India and set up businesses without much loss of time.

It will also be critical in job creation as well as progressive access to export markets. Apart from this, there is scope for more reforms in areas like land and labour. These reforms are basic, although significant from the economic and business facilitation angle.

Currently, the markets are going through major issues in the context of liquidity and credit risk. The inter-bank market is experiencing chronic liquidity deficit. Credit-related issues have accelerated after the recent defaults and downgrades.

We need to bring the position to surplus for economic activity to get back on track, and this requires an unconventional approach to liquidity channelling to the sectors of the economy which require support and lower cost of borrowing.

The unfinished agenda from NDA-1 is the cleaning up and re-organisation of the banking system. To a large extent, this task was accomplished in the last five years. The upcoming five years should ideally see a consolidation of the gains made so far and a definitive turnaround for the sector.

The full-fledged budget, which the new government will present soon, is anticipated for a new direction to the economy, and for the proposals that it may have for rejuvenation of the rural economy as well as the stimulation of retail demand.

The approach of the government to employment generation programs and minimum income programs will be of consequence to the broader economy and retail demand. It is also relevant from the social development perspective.

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Andhra Pradesh Assembly Election Result 2019 LIVE Updates: YSRCP set for landslide win, CM Chandrababu Naidu likely to resign today

JUST IN | TDP chief and Andhra CM Chandrababu Naidu will address the media at 1 PM. Following that, Naidu will travel to Hyderabad to tender his resignation to the Governor of Telangana and at Raj Bhavan Somajiguda later in the evening. 

BREAKING | Andhra Pradesh Chief Minister N Chandrababu Naidu is likely to tender his resignation later today

YSRCP chief and potentially Andhra Pradesh's next CM Jagan Mohan Reddy is expected to brief the media soon. The party is leading in over 130 seats across the state.

JUST IN | TDP chief Chandrababu Naidu is back in the lead position from his constituency Kuppam. His son Nara Lokesh is trailing by about 10,000 votes in Mangalgiri.

YRSCP's Jagan Mohan Reddy is set to clinch the title of CM from N Chandrababu Naidu, as leads suggest a landslide victory of the party in the state. Of the 175 seats, YSRCP is leading in 147 seats, while the ruling TDP is ahead in 26. The majority mark in the assembly stands at 88.

YRSCP's Jagan Mohan Reddy is set to clinch the title of CM from N Chandrababu Naidu, as leads suggest a landslide victory of the party in the state. Of the 175 seats, YSRCP is leading in 147 seats, while the ruling TDP is ahead in 26. The majority mark in the assembly stands at 88.

Leads are in from all 175 seats. The scenario looks like this:

YSRCP: 145

TDP: 29

Others: 1

Meanwhile, the markets are responding positively to the early trends suggesting that NDA will retain power. Sensex has touched 40,000, while the Nifty has crossed the 12,000-mark. 

Trends:

YSRCP: 135

TDP: 31

Others: 1

JUST IN | Official EC trends show YSRCP leading in 88 seats, TDP leading in 12 seats and Jana Sena party in 1. While trends show YSR Congress leading in 125 seats and TDP ahead in 29 seats. 

YSRCP confident of victory

The YSRCP camp is reportedly already discussing finalising dates for Jagan Mohan Reddy's swearing-in as the new Andhra chief minister. Sources told News18 that the party is holding a legislature party meeting on May 25, while Jagan's swearing-in is likely to happen on May 30. 

May 23, 10:03 AM (IST)   

Trends suggest leads as follows: 

YSRCP: 121

TDP: 29

Others: 1

JUST IN | Pawan Kalyan’s Jana Sena Party is leading on one seat, YSRCP holds its lead in 67 seats while TDP is ahead in 11 seats, as per official EC figures.

JUST IN | Trends suggest sweeping victory for Jagan Mohan Reddy's YSRCP as it leads in 110 seats, while TDP is leading in 25 seats. 

Official EC figures for leads: 

JUST IN | YSRCP has taken a lead in 102 seats, crossing the 88-mark. TDP is leading in 20 seats.

JUST IN | Trends suggest YSRCP leading in 99 seats, while TDP is ahead in 19.

Official EC numbers show that YSRCP is leading in 16 seats and TDP is leading in 4.

Just In | TDP chief N Chandrababu Naidu is trailing against YSRCP's K Chandramouli in Kuppam constituency in his native Chittoor district. He is seeking re-election for the ninth term.

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Midcaps at record low valuations, good time to buy: Arvind Sanger

As the counting of votes for Lok Sabha elections is taking place, the market would want confirmation of exit polls, Arvind Sanger of Geosphere Capital Management told CNBC-TV18.

On May 19, exit polls predicted the NDA may get around 250-300 seats in general elections, which means the ruling party may retain their power for another five-year term.

"BJP majority would be very positive for the market sentiment. Less than 250 seats for BJP might lead to a correction whereas more than 300 seats for BJP would result in a rally," Sanger said.

"The hope is that new government would hit the ground running from Day 1," he added.

After exit polls, the market rallied sharply on May 20 and hit record highs intraday, but failed to hold on to those gains and closed the next day in red followed by a positive close with marginal gains on May 21 as traders remained cautious ahead of final counting day.

Sanger said the new government needs to address the issue in financial and NBFC space.

He feels midcaps, which have been negatively impacted by liquidity and corporate governance issue, are not going to outperform only on the back of the election outcome.

He thinks it is a good time to buy quality midcaps. "Midcaps are virtually at record low valuations relative to largecaps."

"Infrastructure names look interesting in the midcaps. Stable government would be positive for infrastructure stocks," he said.

Markets are not driven by a single factor. Hence one needs to be cautious of global and domestic macro headwinds.

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Market Live: सेंसेक्स-निफ्टी में रिकॉर्ड तेजी, बैंक ऑफ बड़ौदा के शेयरों में 10% का उछाल

इंडियाबुल्स ग्रुप की कंपनियों के शेयरों में उछाल।

बैंक ऑफ बड़ौदा के शेयरों में 10% की तेजी आ चुकी है।

पहली बार सेंसेक्स ने 40,000 और निफ्टी ने 12,000 का लेवल पार किया. एनडीए को स्पष्ट बहुमत मिलने की उम्मीद से बाजार में रिकॉर्ड तेजी आई है। 

शुरुआती रुझानों में DMK को बढ़त देखकर सन टीवी के शेयरों में तेजी आई है। चेन्नई की मीडिया कंपनी सन टीवी के शेयर 7 फीसदी चढ़ गए। 11 फरवरी के बाद सन टीवी के शेयरों में यह सबसे बड़ी तेजी है। शुरुआती रुझानों के मुताबिक, DMK आगे चल रही है।

सन टीवी पर कलानिधि मारन का मालिकाना हक है। वह डीएमके नेता स्वर्गीय एम करूणानिधि के भतीजे (Grand Nephew) हैं.

सेंसेक्स में 740 अंकों का उछाल, रुझानों में NDA को बहुमत मिल रहा है। जिन सेक्टर्स में सबसे ज्यादा तेजी आई है उनमें बैंकिंग, ऑटो, एनर्जी, इंफ्रा, मेटल, आईटी और फार्मा सेक्टर हैं।

बहुमत के लिए 272 सीटों की जरूरत है और BJP ने आधा रास्ता पार कर लिया है। शुरुआती रुझानों के मुताबिक बीजेपी 329 सीटों पर आगे चल रही है।

अभी तक हाई नेटवर्थ इंडिविजुअल्स और रिटेल इनवेस्टर्स मार्केट से दूर थे. अगर मिडकैप शेयरों में रैली आती है तो ये निवेश बढ़ाएंगे जिससे बाजार में ज्यादा पैसा आएगा।

NDA सरकार की वापसी की उम्मीद से सेंसेक्स में 600 अंकों की तेजी आ चुकी है।

शुरुआती रुझान में NDA 200 सीटों पर आगे चल रही है। इस खबर से शेयर बाजार प्री-ओपनिंग सेशन में रिकॉर्ड हाई पर पहुंचा। सेंसेक्स में 500 से ज्यादा की तेजी आ चुकी है। 

सुबह 9.18 पर सेंसेक्स 539.05 अंक यानी 1.38 फीसदी की तेजी के साथ 39649.26 पर पहुंच गया था। निफ्टी 156 अंक यानी 1.33 फीसदी चढ़कर 11893.90 पर पहुंच गया है। शेयर बाजार के करीब 821 शेयर आगे चल रहे हैं और 118 शेयर पीछे चल रहे हैं। 17 शेयरों के भाव में कोई बदलाव नहीं हुआ है।

देश की 17वीं लोकसभा के लिए हुए चुनावों के नतीजे आज यानी गुरुवार को आ रहे हैं। पूरे देश की निगाहें इन नतीजों पर टिकी हुई हैं। बाजार की परफॉर्मेंस भी आज नतीजों पर ही टिकी हुई है।

एक्सपर्ट्स का कहना है कि अगर कल के नतीजे एग्जिट पोल से अलग होते हैं तो निफ्टी में 3 से 5 फीसदी की गिरावट आएगी। लेकिन अगर नतीजे एग्जिट पोल से बहुत अलग नहीं हुए तो बाजार में बहुत तेजी नहीं आएगी। बाजार सीमित दायरे में ही कारोबार करेगा।

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Arunachal Pradesh Assembly Election Result 2019 LIVE Updates: BJP takes a big lead

Live updates of the 2019 Arunachal Pradesh Assembly election result. Counting to happen today.

BJP is leading in 13 Assembly seats. The National People's Party is now leading in one seat.

BJP is leading in 12 Assembly seats. NPP, Congress and Others have not recorded any lead yet.

BJP increased its lead in nine Assembly constituencies -- Lumla, Dirang, Itanagar, Doimukh, Yachuli, Along East, Chowkham, Namsang and Dambuk.

Meanwhile, BJP's Kiren Rijiju is leading from Arunachal West Lok sabha seat.

Election Result Trends | BJP is leading on six out of 60 Assembly seats.

BJP's Phurpa Tsering, Taba Tedir and Kento Jini are leading in Dirang, Yachuli and Along East Assembly constituencies, respectively.

Election Results Early Trends | BJP candidates in three constituencies have taken an early lead in postal votes.

JUST IN | Counting has begun across 60 Assembly constituencies and two Lok Sabha seats in the state.

Arunachal NPP urges Centre to apprehend Tirong Aboh's killers

A day ahead of vote counting, the Arunachal Pradesh unit of National People's Party (NPP) urged the state and the central governments to apprehend the insurgents behind the killing of MLA Tirong Aboh and 10 others.

Suspected NSCN militants on May 21 gunned down Aboh, also an NPP assembly poll candidate, and 10 others, including his son and two security personnel, in Tirap district of Arunachal Pradesh. (PTI)

Counting for the 60 Assembly seats and two Lok Sabha constituencies in Arunachal Pradesh will begin at 8 am amid tight security.

Key parties in Arunachal Pradesh's politics are BJP, National People's Party (NPP) and Congress.

Although Congress had formed the government in 2014, the party lost power after many of its MLAs joined PPA. They eventually joined the BJP.

Since February 2016, Arunachal Pradesh has seen three chief ministers and President’s Rule -- making the state’s political landscape unstable. However, Khandu has led a largely stable government since early 2017.

Currently, the state is governed by a Bharatiya Janata Party (BJP) government, led by Chief Minister Pema Khandu.

In 2014, the Congress had emerged victorious after winning 42 seats. The BJP came second with 11 seats. The People's Party of Arunachal (PPA) managed to win five seats while two Independents also won.

Arunachal Pradesh voted simultaneously in the 2019 Lok Sabha election and the Legislative Assembly polls on April 11. The hill state has two Lok Sabha seats and 60 Assembly constituencies.

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Market Live: Sensex hits 40k, Nifty crosses 12,000 for first time as NDA leads in trends

All the sectoral indices are trading in the green led by banks, auto, energy, infra, metal, IT and pharma.

Ramesh Damani, Member BSE told CNBC-TV18 that BJP won two elections with thumping majority, which proved that Narendra Modi, who will continue as Prime Minister, understands common people very well.

But the market is in higher end of range, and hence will not run away from here.

The benchmark indices hit record highs on policy continuity at Centre. The BSE Sensex touched 40,000 and Nifty at 12,000 levels for first time in history.

Ramesh Damani advised investors to invest in quality companies. "We are recommending recently listed PSU railway and defence companies, which are cheap and will benefit from expected government spending on infrastructure," he said.

Bank Nifty has touched new record high of 31,589.30 in today's trading as it gains more than 1,000 points.

Market movement will depend on the trends from key states like UP, West Bengal, Maharashtra and Bihar. If the BJP leads the trends as per exit polls or a better performance, markets will move sharply higher from here, said Abhijeet Bajpai, Co-founder & CEO, Avighna Trades.

"Market heavyweights like Reliance, SBI, HDFC, ICICI will lead the rally and the broader market will follow. In case the trends that come out are mixed or give no clear indication of majority to BJP, then market will tank and slide quite fast as the uncertainty will loom over, he added.

Market Update: Benchmark indices touched all-time record high as Sensex hit 40,000 and Nifty crosses 12,000 for the first time as early trends are showing that BJP led NDA is taking clear majority.

At 10:35 hrs IST, the Sensex is up 887.97 points or 2.27% at 39998.18, and the Nifty up 263.10 points or 2.24% at 12001.About 1424 shares have advanced, 476 shares declined, and 78 shares are unchanged. 

Mohammed Apabhai of Citi told CNBC-TV18 that India will get FII inflow after election verdit.

Outperformance of India among emerging markets is quite significant, he said. "I think lot of money forced into India even though is economy is not very strong."

According to him, once elections and RBI policy get over, there could be some breather in Indian equity market.

India VIX fell sharply by 26.76 percent to 20.23 percent on election results which indicated that BJP-led NDA government is coming in power again for another five-year term

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Lok Sabha Election Results 2019 LIVE Updates | BJP crosses halfway mark in leads, PM Modi leading in Varanasi

Lok Sabha Election Results 2019 LIVE Updates | BJP crosses halfway mark in leads, PM Modi leading in Varanasi

Election Results Trends | BJP leading in 9 out of 10 seats in Haryana. Congress' Deepinder Singh Hooda leading from Rohtak constituency.

Election Results Trends | First-time BJP candidate Tejasvi Surya is leading in Bangalore South constituency against Congress veteran BK Hariprasad.

Election Results Trends | Locket Chatterjee leading from Hooghly in West Bengal.

Election Results Trends | Uttarakhand chief minister Harish Rawat leading from Nainital-Udhamsingh Nagar.

Election Results Trends | TMC's Abhishek Banerjee gains lead from Diamond Harbour.

Election Results Trends | BJP candidate and Union Minister Maneka Gandhi trailing from Sultanpur, Varun Gandhi leading from Pilibhit.

Election Results Trends | Union Minister and BJP candidate Kiren Rijiju leading in Arunachal West.

Election Results Trends | Jaya Prada now leading against Azam Khan in Rampur.

Election Results Trends | SAD leader Sukhbir Singh Badal leading from Firozpur.

Election Results Trends | Sharad Pawar's nephew Parth Pawar (NCP) trailing from Maval, Maharashtra.

COMMENT

Santosh Nair: Most high networth individuals and retail investors had been staying away from the market for a while now. If midcaps continue to rally for some more time, it is likely that some of this money could start flowing in again.

Election Results Trends | TMC leader Abhishek Banerjee is trailing in Diamond Harbour, West Bengal against BJP's Nilanjan Ray.

Election Results Trends | Congress-led UDF leading in all 20 seats in Kerala.

Election Results Trends | Sudip Bandopadhyay leading, Rahul Sinha trailing.

COMMENT

Santosh Nair: Benchmark indices at record highs, but experts warn against buying into this rally. Hold on to existing positions, but don't add to it, as market likely to be volatile near term.

Election Results Trends | BJP's Sambit Patra trailing from Puri in Odisha.

Election Results Trends | Tamil Nadu: DMK leading in 32 out of 35 seats.

Election Results Trends | BJP's Smriti Irani leading by 2,000 votes in Amethi.

Election Results Trends | SP chief Akhilesh Yadav's wife Dimple Yadav is leading.

Election Results 2019 | Market opens at record high

The market opened at record highs with the Sensex approaching 40,000 levels as the NDA is leading in more than 200 seats.

The 30-share BSE Sensex rallied 441.41 points or 1.13 percent to 39,551.62 and the Nifty50 surged 125.30 points or 1.07 percent to 11,863.20.

The market opened at record highs with the Sensex approaching 40,000 levels as the NDA is leading in more than 270 seats.

The 30-share BSE Sensex rallied 441.41 points or 1.13 percent to 39,551.62 and the Nifty50 surged 125.30 points or 1.07 percent to 11,863.20.

Election Results Trends | Congress leaders Manish Tewari leading from Anandpur Sahib, Gurjeet Singh Aujla leading from Amritsar.

Congress leader Shashi Tharoor in a tweet: Thiruvananthapuram vote-counting: Not getting excited about just 4% of the votes counted, but it's welcome news that I took the lead from the start & am holding on to it!

Election Results Trends | Union minister Harsimrat Kaur Badal leading from Bhatinda.

Election Results Early Trends | BJP's Sunny Deol leading in Gurdaspur against Sunil Jakhar.

Election Results Early Trends | Sitting BJP MP Sanjeev Balyan leading in Muzaffarnagar.

  

Election Results Early Trends | BJP minister Ravi Shankar Prasad leading in Patna Sahib Vs Congress' Shatrughan Sinha.

Election Results Early Trends | PDP chief Mehbooba Mufti trailing in Anantnag.

Election Results Early Trends | In Bengal, TMC leading in Malda North, Congress in Malda South, TMC leading in Jangipur.

Election Results Early Trends | AAP candidate Atishi is trailing from Delhi East.

JUST IN: Out of 11 seats, BJP leading in 3 seats of Telangana, remaining going to TRS.

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