With BJP led NDA winning with an overwhelming majority (353 out of 542 seats), Sensex went up by 4%, INR appreciated by 1% , FII inflows increased to US$ 498mn and 10Y yield declined by 14bps (7.23%) in the week. Indian markets outperformed as global markets were rattled with relatively weak outlook as US durable goods orders and new homes sales were below estimates. Even crude oil prices fell by 4.9%. Apart from exports, the global...