JBM Auto share price: Prime Minister Narendra Modi on Sunday, May 10, appealed to citizens to limit non-essential gold purchases, reduce international travel, conserve fuel, and increase the use of public transportation amid the ongoing West Asia crisis.

This is likely to put a spotlight on several sectors and stocks in focus.

The broader objective behind the appeal is to reduce pressure on India's foreign exchange reserves and crude oil import bill at a time of heightened geopolitical uncertainty and elevated global commodity prices.

Here's a look at the sectors and themes that are in focus.

Likely Gainers

Domestic Tourism & Railway Theme

Stocks: IRCTC, CONCOR

Reason: Increased focus on domestic tourism, preferring railway transport for the movement of goods, and lower fuel consumption could strengthen demand sentiment for railway and mass transit-linked businesses.

Electric Bus & EV Mobility Players

Stocks: JBM Auto, Olectra Greentech, Tata Motors, Mahindra & Mahindra, TVS Motor Company, Ola Electric, Ather Energy

Reason: The push toward fuel efficiency and public mobility may reinforce the long-term EV and electric public transport narrative.

Domestic Tourism & Hospitality

Stocks: Indian Hotels Company, EIH Ltd, Lemon Tree Hotels, Chalet Hotels

Reason: Reduced international travel could shift spending toward domestic tourism, staycations, and local leisure destinations.

Gold ETFs / Financial Gold Products

Funds: Nippon India ETF Gold BeES, HDFC Gold ETF

Reason: Investors may prefer financial gold exposure over physical jewellery purchases amid rising prices and economic uncertainty.

Likely losers / stocks under pressure

Jewellery Retailers

Stocks: Titan Company, Kalyan Jewellers, Senco Gold, PC Jeweller