INDIA POLL NARRATIVE
Congress may not project CM face for Haryana polls: Party in-charge for state
Congress leader Deepak Babaria indicated on Sunday that the party may not project a chief ministerial face for the Haryana Assembly polls slated to be held later this year. The Congress general secretary in-charge of Haryana exuded confidence that his party will win the polls with a big mandate and form its government in the state.
Expected better poll results in Delhi & Punjab: AAP's Sandeep Pathak
AAP's national general secretary Sandeep Pathak expressed disappointment over the party's performance in Delhi and Punjab in the recent Lok Sabha elections.
BJP's Bengal debacle: Trapped by narrative, leadership crisis and minority consolidation
The BJP's defeat in the 2024 West Bengal Lok Sabha elections was exacerbated by its failure to counter the TMC's narrative, led by Mamata Banerjee, on central funds and anti-Muslim rhetoric, resulting in a shift of support. The TMC secured a significant victory, winning 29 out of 42 Lok Sabha seats.
BJP has more seats than the INDI bloc but here's why it still feels like a defeat
The 2024 Lok Sabha election results have ushered in a paradoxical sentiment for the Bharatiya Janata Party (BJP)-led National Democratic Alliance (NDA). Despite securing a third consecutive term, the NDA's victory feels somewhat hollow in the wake of the opposition's impressive performance. Prime Minister Narendra Modi is set to return for a third term, but the BJP's reliance on allies underscores a shifting political landscape.
How an Israeli firm tried to build anti-BJP narrative during polls
OpenAI claims to have disrupted an AI-based covert operation launched by an Israeli firm that allegedly peddled anti-BJP agenda. In 2021, the BJP government drew flak after Israeli spyware Pegasus was allegedly used to snoop on journalists, Opposition leaders and rights activists
Written off by critics, Congress stages stunning fightback with social justice plank
The Congress made significant gains in the Lok Sabha polls with a focus on social justice and welfare promises, led by Mallikarjun Kharge, Rahul Gandhi, and Priyanka Gandhi Vadra. The party's narrative centered on 'Nyay' guarantees and opposition to the BJP's alleged threat to the Constitution.
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Amit Shah: BJP's key strategist who rose to become one of the most influential figures in Indian politics
Amit Shah's strategic acumen and BJP's electoral outcomes, including the need for NDA allies, were key in the Lok Sabha polls. His influence on party growth and governance has been significant.
Abki Baar? Participate in our Lok Sabha Elections Survey to gauge the mood of the nation
As the Indian elections near completion, key questions arise: Will a single party gain a majority, or will voters opt for change? Can the INDIA bloc remain united if victorious, or will ideological differences cause disintegration? If BJP wins, can PM Modi fulfill his promises, and who will succeed him? The ET Online Elections Survey seeks to gauge public sentiment.
'Aayega To Modi' becomes new ATM strategy for stock investors before election result
Investors are capitalizing on the "Aayega To Modi" (ATM) strategy, as optimism surges with predictions of Prime Minister Modi's return. Bullish sentiment prevails, backed by favorable fundamentals and technicals, signaling potential gains across various sectors, particularly in infrastructure and manufacturing.
Exit Polls Result 2024: Why are Indian elections in states and Lok Sabha becoming one-sided?
The 2024 Lok Sabha elections seem poised for another one-sided contest, as per exit polls. Predictions favor the BJP-led NDA, projecting significant gains in the South and East while maintaining dominance in the North. This trend mirrors recent state assembly results, where the BJP and SKM scored landslide victories in Arunachal Pradesh and Sikkim, respectively.
INDIA leaders meet as countdown to results begin; Kharge says grouping to get 295+ seats
Leaders of various INDIA bloc parties met to review opposition's readiness for the June 4 Lok Sabha elections vote count, aiming for over 295 seats to form the next government.
From '400 paar' to 'khata khat': How BJP, India bloc used catchphrases to attract voters in 2024 polls
With each catchy slogan, the BJP took the lead in shaping the narrative, leaving the Opposition scrambling to respond. In 2019, despite facing relentless attacks like 'Chowkidar Chor Hai' from Rahul Gandhi, the BJP cleverly turned the tables with their 'Main Bhi Chowkidar' campaign. It hit close to home and resonated with the public.
Lok Sabha Elections: Opposition to discuss counting norms with ECI today
The opposition alliance demanded that the Election Commission of India (ECI) follow the laid out procedure, including counting postal ballots first and adhering to the Supreme Court's guidelines on counting a minimum five per cent of voter verifiable paper audit trail (VVPAT) per polling booth.
Defence stocks: Long runway, hedge a bit to avoid narrative-based decisions; 8 PSU & Pvt sector stocks, 4 with upside potential of upto 44%
In an election season, there are bound to be times when one or the other narrative may make one question about whether one should sell the stocks. The underlying reason would be fear of losing the gains on which one is sitting. Especially when it comes to sectors like defence, railways and others which have seen a strong re-rating and siting with big gains and already there has been skepticism about their stock price moving ahead of time. Now let's look at the issue in two ways, first is whether the fundamentals of the sector are on a strong foot and business is fine or not. Second, how to hedge the exposure so that one is not forced to sell due to narrative, because the fact is that a continuation in policy push means that the companies have just started their journey. While defence PSUs are well known, there are other private sector players, whose lifeline is dependent on defence expenditure and in the last few years they have also done well, both on the street and in terms of real business. So, it is better that one should hedge and stay with them and not get jittery because of one or the other narrative which will keep hitting the street till 4th June.
Has the narrative shifted? Will the unthinkable happen on June 4?
Whispers that the BJP is in trouble have gathered steam after five rounds of polling. Is the new narrative a ploy by the Opposition to fire up its support base or is winter coming for the ruling party?
Low voter turnout in Lok Sabha polls 2024: A boon or bane for BJP, Congress?
Although the contested seats differ from the 2019 elections, the implications of low voter turnout have sparked debate. The controversy began when the Election Commission of India (ECI) shared a delayed update on voter turnout percentage. . Data for Phase 1, held on April 19, was released 11 days later on April 30. For Phase 2, conducted on April 26, the data was released two days later on April 28.
Power stocks: Stay with the re-rated ones in Modi 2.0 for next round in 3.0, just hedge a bit, 5 stocks with upside potential of upto 23%
In the last ten years there have been many sectors which have come out of their troubled past, but the power sector probably stands out for multiple reasons. First, moving out of trouble not only meant that power companies were able to stand on their own feet, but also a big amount of NPA which the banks were saddled with was due to power companies being in the red. So, the health of the power sector, especially the private companies, has seen an improvement. Because there are a large number of PSUs in the power sector, due to policy push and changes in the policy a number of them have seen better performance. Now because any sector where the government and its policies have played an important role in terms of revival, the continuation of the policy framework becomes critical for the sector. So in such a sector, shareholders should hedge before the election results so that their decisions are not impacted by the narrative that FPI are selling due to polls.
Election Commission releases Lok Sabha seat-wise turnout data
The Election Commission released detailed voter data for completed Lok Sabha election phases, denying delays amid court battles. It emphasized transparency and stakeholder involvement, dismissing false narratives. The Voter Turnout App provided data despite alleged press note delays.
Pandian's jibe at BJP: Their campaigners are political tourists who can't even name Odisha capital
V K Pandian, Naveen Patnaik's confidant, criticizes BJP's star campaigners in Odisha as 'political tourists' in an interview. Pandian predicts Patnaik's victory in a sixth term and discloses the oath-taking date. Biju Janata Dal aims for a strong position in the state assembly elections and Lok Sabha polls in Odisha.
EC handling grievous poll code violations with kid gloves: Sitaram Yechury
CPI (M) general secretary Sitaram Yechury criticized the Election Commission for not addressing his party's complaints regarding poll code violations by BJP leaders.
PSU Banks stocks: Stay bullish, hedge a bit to avoid narrative induced selling; top 7 PSU banks with upside potential of up to 36 %
While every sector has witnessed a re-rating in the last couple of years. The re-rating can be due to two reasons. whether headwinds have gone away because of government policy push and clean up or the sector has recovered due cyclical reasons. In the case of PSU banks,which have seen strong re-rating in the last one year, there is a mix of both reasons. The government cleaned up and strengthened the regulatory system. Also that overall economic growth has seen a sharp recovery which has helped in credit off take. Now comes the question that after this rally, should one sell, should one hold, should one increase the exposure. The answer lies in hedging for the banks you own and just avoid listening to noise which will remain high till election results are announced.
INDIA bloc confident of stopping BJP from getting majority in polls, says Congress President Mallikarjun Kharge
Congress president Mallikarjun Kharge spoke about the shifting public sentiment in favour of the Congress-INDI alliance. He claimed that there was a growing undercurrent against the BJP's divisive ideology. He emphasised the people's support for saving democracy, Constitution, and fundamental rights. He accused the BJP of emotional manipulation and unfulfilled promises. Kharge expressed confidence in the alliance's electoral prospects and criticised the BJP's undemocratic actions.
"Never misused mandate, want '400-Paar' to...": Amit Shah refutes Opposition's narrative
Amot Shah's remarks came after Congress leader Rahul Gandhi's statement in which he referred to BJP and said that a political party has allegedly promised in its poll campaign that if they win the elections, they will be uprooting the Constitution.
BJP fends off 'statute change' charge in some Maharashtra seats after Hegde's comment
BJP's repeated emphasis on SCs, STs and OBCs comes as it senses that poll arithmetic in Maharashtra has changed considerably since the 2019 parliamentary polls. This time it looks like the Dalits and Muslims seem to be backing Congress-Sena-NCP (SP) alliance in the state.
Mallikarjun Kharge's turnout delay charge aimed at creating confusion: ECI
In a 17-page communication to Kharge, the EC has said that while it respects the 'right to free speech', such utterances from the president of a national party can have a 'negative impact' on voter participation and demoralise election staff at this 'critical juncture'.
EC pulls up Congress' Kharge for 'obstructing' Lok Sabha elections through 'baseless allegations'
The Election Commission of India rebukes Congress President Mallikarjun Kharge for purportedly disrupting the ongoing Lok Sabha elections. Kharge's allegations regarding voter turnout data release are criticized as baseless and detrimental to free and fair polls, potentially discouraging voter participation and demoralizing election officials.
INDIA bloc PM will be first among equals, all oppn parties will join hands after polls: Shashi Tharoor
Tharoor envisions a collaborative INDIA bloc coalition government post-elections, emphasizing the importance of consensus and diverse perspectives in governance. He advocates for a prime minister who values unity and effective management, contrasting autocratic tendencies.
PM Modi's assertion on holding Assembly polls in J-K razed opposition's 'false narrative': BJP
"I would like to congratulate the people of Jammu and Kashmir because the prime minister has reiterated his resolve to hold early elections in Jammu and Kashmir," BJP leader Ashish Sood, who is the party's co-in charge for the Union Territory, said.
Election rallies offer limited-period opportunities in narrative stocks: Kotak Equities
Kotak has identified 50 stocks in the BSE 500 index which have given returns between 92% and 21% in the current election cycle over the last three months. The highest returns have been delivered by Oracle Financial Services Software (92%), followed by EIH (77%) and Oil India (73%) while RITES (30%), Hitachi Energy (26%), and PNC Infratech (21%) at the bottom of the pyramid.
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