Page 5 - Saffron_Leaf_Brochure_Final copy
P. 5

Consumer Goods

                     Announcements                                            Stocks/Industry to be in focus
Hike in MSP plus jump in welfare spends to drive
rural demand.                                           Positive for rural-oriented companies such as:
                                                        HUL

Import duty increased from 30% to 50% on Fruit          Godrej CP
juices (Orange Fruit Juice from 30% to 35%)             Dabur India

Higher custom duty of 20% (from earlier 10%) on         Positive for perfume manufacturer like:
perfumes and toiletries preparation would lead to       SH Kelkar
rise in input cost.

Defence                                                                       Stocks/Industry to be in focus

                        Announcements                   Positive for defence equipment manufacturing firms like:
  Measures to develop two defence industrial            Bharat Electronics Ltd (BEL)
  production corridors.
  Rs 2,95,511 crore to be spent on Defence during
  2018-19.

Infrastructure                                                                Stocks/Industry to be in focus
                                                        Positive for cement industry and road construction companies:
                        Announcements                   UltraTech Cement
                                                        Dilip Buildcon
  NHAI to spend to Rs 91,564 Cr on roads and
  highway.                                              Positive for real estate and construction companies:
  Rs 29,762 Cr to be spent on bridges and road.         Brigade Enterprises
  35,000 kms to be built during the Bharatmala          Godrej Properties
  project under Phase-1.
  Increase of budgetary allocation on infrastructure
  for 2018 -19 to Rs 5.97 lakh crore.
  Dedicated Affordable Housing Fund (AHF) in
  National Housing Bank.
  Allocation of Rs 27,505 Cr under PMAY (gramin
  and urban) for construction of total of 100 lakh
  houses in rural and 37 lakh houses in urban area.

Insurance                                                                     Stocks/Industry to be in focus

                        Announcements                   Positive for insurance companies
                                                        HDFC Life
   Raising the limit of deduction for health insurance  ICICI Lombard
   premium and/ or medical expenditure from Rs
   30,000/- to Rs 50,000/- under section 80D.
   Rs 50,000 for senior citizens. Health and family
   welfare expenditure will be Rs 52,800 Cr in
   FY18-19.
   National Health Protection Scheme to cover over
   10 crore poor families (50 crore beneficiaries)
   providing coverage up to Rs 5 lakh per family
   per year for secondary and tertiary care
   hospitalization.

5 ARIHANT CAPITAL ยก february 2018
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