In case of clear majority for BJP, market may rally 8- 10%: Kunal Bothra

Kunal Bothra suggests an election-proof portfolio with L&T, BHEL, and Amara Raja Battery. He discusses FPI short positioning, VIX jump, and market scenarios based on majority outcomes. Bothra thinks markets are very pessimistic and in that context, if there is a clear majority, I would expect maybe 8% to 10% rally from current levels.