# Jitendra Gohil, CIO – Listed Equities, Bajaj Alts.

*fintech · news · 2026-05-22 · CNBC TV18*

## Key points

- The Indian government plans to provide ₹70,000 crore incentives to the shipbuilding sector.
- Shipbuilding and ship maintenance are emerging as significant long-term investment themes in India.
- Q1 is expected to be weak for the EMS sector, presenting buying opportunities after margin corrections.
- Consumption stocks related to Uttar Pradesh and Bihar could benefit from the Eighth Pay Commission and elections.

**Companies:** ICICI Bank, HDFC Bank, Reliance, LG Electronics, Sun Pharma, Maruti, Dixon Tech
**Countries:** India, South Korea, United States

[Read the full story on CNBC TV18](https://www.cnbctv18.com/market/stock-market-live-updates-sensex-nifty-50-today-inr-yields-itc-central-bank-dalmia-adani-lic-colgate-share-price-liveblog-ws-e-19911216.htm)

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