Market Exit poll results show second term for Modi: Top stock picks by Jefferies Updated : May 22, 2019 01:33 PM IST Brokerage house Jefferies said that a decisive majority for the current government (NDA) would be viewed as the better outcome. 2014 elections benefitted domestic defence companies materially, as the government focused on reducing imports to 30 percent from 70 percent. Port and shipping sector has done reasonably well in the past five years in terms of improving ease of operations. Subscribe to Moneycontrol PRO at just Rs.33/- per month for the first year. Use code SUPERPRO. Limited period offer. Available on Web and Android.