In this video, Business Today TV's Sakshi Batra explains the analysis by international brokerage house CLSA on the stock market implications if the Modi-led BJP government returns to power for a third term. CLSA has identified a total of 54 stocks that are likely to benefit, primarily due to their alignment with current government policies. Half of these stocks are Public Sector Undertakings (PSUs), while the rest include infrastructure sector stocks and banks. PSU Stocks: NTPC, NHPC, PFC, ONGC, IGL, and Mahanagar Gas are among the notable PSUs predicted to continue their rise until June or July, ahead of the budget announcement. Sector Benefits: The infrastructure sector and banks are also expected to perform well under the continued governance of the BJP. Don't miss this detailed analysis to understand which stocks to watch in the coming months!