The 'Super Party' impact

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A s the Samajwadi Party demands its pound of flesh from the United Progressive Alliance, select companies could benefit. A smart investor can profit from such firms.

The new power structure is less stable. Elections are guaranteed within the next 12 months anyway. But a handful of defections could trigger the end of the UPA and that makes the environment even less conducive to long-term planning. The SP doesn't have ideological hang-ups. It has always been consistent in its commitment to generating return on its investments. That commitment to ROI could lead economic policy in new directions.

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