Narendra Modi’s 2024 re-election signals continued economic reform, with a strong focus on privatizing state-owned enterprises (PSUs), boosting infrastructure, and maintaining fiscal discipline. For income-focused investors, PSUs offer high, stable dividends, thanks to government-mandated payout ratios and strategic disinvestment that often results in one-time special payouts and increased shareholder focus. While risks remain—like underinvestment in capital-heavy sectors and exposure to global commodity swings—India’s PSUs remain attractive for their yield, stability, and reform-driven upside, especially in today’s uncertain global climate.

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