Dalal Street is abuzz with speculation about the upcoming June 4 election results in India, particularly regarding Prime Minister Narendra Modi's potential hattrick victory. Stock investors are adjusting their portfolios in anticipation of potential benefits from sectors favored by the ruling BJP party. The BJP's election manifesto emphasizes capex growth, job creation, and infrastructure development in sectors like green hydrogen, solar energy, and defense. Experts foresee positive outcomes for several sectors if the current government remains in power. Key areas of focus include power, with plans to upgrade the transmission system and increase renewable energy capacity; infrastructure, with anticipated announcements of ambitious projects; tourism, where growth is expected over the next few years; realty, which is experiencing a surge in demand; and electronics system design and manufacturing, supported by government incentives. The renewable energy sector in India has witnessed significant investment inflows, contributing to the nation's clean energy goals and economic development. Additionally, the housing market is on an upward trend due to factors like post-COVID demand and government policies. The ESDM sector is set to grow substantially, with the government actively promoting domestic production to reduce imports. Overall, the sentiment in the article is positive, highlighting the potential for economic growth, job creation, and infrastructure development if the current government secures a majority in the upcoming elections.