Insights for Markets & Business from the BJP manifesto??

The BJP manifesto came out today, and it had a focus on a few emerging industries. I try to capture top insights from the manifesto here.

Agri & animal husbandry:

• Atmanirbhar in pulses and edible oil, new clusters for vegetables + Focus on high-yielding climate-resilient fortified seeds
• Massive vaccination campaign for veterinary diseases
• Pearl and seaweed farming to boost income Manufacturing

Manufacturing:

• Food processing: Fruit, vegetable, seafood, and dairy processing focus. Comprehensive monitoring of supply chain to ensure quality.
• Pharma: Pharmacy of the world by focussing on pharma research and manufacturing, especially APIs. Research linked incentives for companies to invest in drug and chemical R&D.
• Electronics: $100bn+ electronics manufacturing industry built over the last 10 years. Plan to scale this 3x.
• Defence, shipbuilding, railways and aviation development focus.
• Textiles: Focus on textiles, garments, and apparel manufacturing
• Lab-grown diamonds: Will make India the world's largest producer of lab-grown diamonds. Infrastructure

Infrastructure:

• Railway: Adding 5000km of new tracks every year
• Kavach train protection system: Expanding coverage of indigenous kavach train protection system
• Redevelopment of 1300+ railway stations to world-class standards (railway lounge optionality?)

Energy:

• Energy independence by 2047: Reduced petro imports, renewable production, improved energy efficiency
• PM Surya Ghar muft bijli for solar electricity in homes + Expanding nuclear energy via small modular reactors
• Targetting 500GW renewable via massive solar parks Urban infra

Urban development:

• Piped gas: Provided to 1.1cr households, will further expand to all major cities and towns
• Open landfill free cities: Will continue elimination of open landwills to manage waste
• Water secure cities: Wastewater treatment, aquifer recharge and smart metering for bulk customers

Tourism:

• New projects to develop religious and tourist sites inspired by the Kashi Vishwanath corridor
• Holistic development of Ayodhya as it begins catering to millions of devotees every year
• Restore and preserve ASI monuments + Thematic circuits: Border villages, island hubs, adventure tourism, sustainable ecotourism, riverine tourism

If you're looking for focussed India Investment Research you can join my research clientele.

SEBI Registered Research Analyst (INH000008835)

Sample (Read our latest report): https://bit.ly/gsnsample

Join (Subscribe to annual research, recommendations & support): https://bit.ly/joingsnra

Disclaimer: https://bit.ly/disclaimra