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.
Published on July 1
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.
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.
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.
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.
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.
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.
Brief interpretation of the basket's market capitalisation and investor implications.
HDB: $175.93B
IBN: $112.15B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Earn 6% AER on uninvested cash with daily interest payments.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+67.87%
On average, analysts expect assets in this group to grow 67.87% over the next year.
2 of 2 assets in this group are rated Buy by professional analysts.
