India's 2025 Growth Playbook
Get ahead with stocks positioned to benefit from India's massive economic push. These companies are set to capture gains from the government's record infrastructure spending, financial expansion, and consumer tax cuts designed to drive the world's fastest-growing major economy.
Your Basket's Financial Footprint
Brief interpretation of the basket's market capitalisation and investor implications.
- Large-cap dominance generally implies lower volatility and closer tracking to broader market performance, reducing idiosyncratic risk.
- Treat this basket as a core holding for diversified exposure rather than a speculative, high-growth trade.
- Expect steadier, long-term appreciation rather than explosive short-term gains; returns tend to be gradual.
HDB: $175.93B
IBN: $112.15B
- Other
About This Group of Stocks
Our Expert Thinking
This collection targets companies directly benefiting from India's three-pronged growth strategy for 2025. With record capital spending on infrastructure, expanded financial services, and tax cuts to boost consumer spending, these stocks are positioned at the center of what's projected to be the world's fastest-growing major economy.
What You Need to Know
These stocks represent market leaders across key sectors driving India's domestic growth - from construction firms building public infrastructure to banks facilitating credit expansion and consumer companies capturing increased household spending. They're specifically selected to benefit from the government's coordinated fiscal stimulus.
Why These Stocks
Each company was carefully selected for its position as a primary beneficiary of India's strategic economic plan. These are established market leaders with the scale and capabilities to secure government contracts, capitalize on increased liquidity, or capture rising consumer demand triggered by the stimulus program.
Why You'll Want to Watch These Stocks
Riding the World's Fastest-Growing Economy
India is projected to outpace all other major economies in 2025. These companies are strategically positioned at the center of this growth surge, with potential to deliver significant returns as the stimulus takes effect.
Tax Cuts Unleashing Consumer Spending
With middle-income tax cuts putting more money in consumers' pockets, companies in this group focusing on automotive, retail, and consumer goods are poised to see surging sales and expanding profits.
Record Infrastructure Investment Flowing
The government's unprecedented capital expenditure plan is directing billions toward construction, engineering, and infrastructure projects. These handpicked companies are first in line to secure these lucrative contracts.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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