Indian economy is following the global trend of recession despite of assurances from several quarters that Indian economy would not be hurt. All around slump in demand is perceptible. The first heat of global recession was received in stock market and that followed by demand slump in industrial sectors. The infrastructure, realty, transport and all basic industries linked to them are facing recessionary trend. Thank god! in India "election" and "politics" are also considered most dividend paying industries. Though former being actually the industrial fair and the later remains a matter of industry in true sense.
So, in short run Indian Inc. is bullish about speculative market betting on election results. If you invest wisely (FIIs welcome), you can reap rich dividends in short run.