The BJP led NDA is set for a resounding win with an even bigger majority (344 seats) and a higher vote share (up 9% versus 2014). In its election manifesto, BJP aims to increase the size of the economy to US$ 5tn by 2025 led by Rs 100tn of infra investment. Rural India will get 25% of the above allocation. Roads, housing, and water will get priority. Further, farmer income and rural demand will get a boost with wider coverage under PM-KISAN. Continuity of...