Hot Stocks: CLSA lists stocks that could benefit from the 100-day plan for Modi 3.0
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Brokerage firms such as CLSA list out stocks such as L&T, IRB, and NCC among others that could benefit from the 100-day plan for Modi 3.0, Goldman Sachs is positive on private banks, Jefferies prefers Aavas Financiers, Can Fin Homes as top housing finance companies and Morgan Stanley are overweight on HDFC Life. We have collated a list of recommendations from top brokerage firms from ETNow and other sources: CLSA on the 100-day plan for Modi 3.0: Infra stocks to benefit An ambitious 100-day plan for Modi 3.0 to hit the ground running with large orders, CLSA said in a note. Large orders the being identified to be placed across the infrastructure and defence domains, it said.Asset monetisation plans to improve funding visibility. Demands from the BJP's allies for more capex in the Andhra and Bihar states should revive state capex as well.The global investment bank Larsen & Toubro (L&T), IRB Infrastructure, Hindustan Aeronaut...