After the election though there are a bit confusion on new government formation, higher probability that NDA will form the government in the central, however there are confusion lingering about the policies of the new government under the current scenario at least till the budget so market would like to go after an investment theme which has some clarity since currently monsoon theme is one has giving such clarity especially it is predicted that we will receive a better monsoon this time. Hence, we are advising to focus on El Nino to La Nina for the short term to medium term at least till the budget.