If Modi would be able to get full majority $/INR would be best to watch and surely $ is going to touch 50-52 level thus killing IT and pharma, export oriented company stocks best way is to play for both and even if Modi govt formed dont exit opposite in a hurry as time is for all my tukka view
IT companies are phenomenal cash-cows, followed by FMCG and then pharma. IT cos do not have research investment or need for expensive machinery. There is very little downside in their Balance sheet.
Therefore, if Modi comes in and IT crashes be sure to fill up your portfolio with:
i m afraid i cannot ! bcoz let me tel u 1 thing abt myself. i m nt open minded fr i fear dat if i believe i m OPEN minded, den i fear my brains wud fall out off my mind!☺