BJP set to win Assam, West Bengal, reaching 20 states
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- BJP was on track to win Assam for a third straight term, according to Election Commission data.
- BJP was sweeping West Bengal, a state it has never governed, with trends indicating a likely victory.
- Modi said the results showed India's unity and stability amid the "ongoing crisis in Asia," citing the US‑Israeli war with Iran.
- Modi pledged the "strictest possible action" against illegal immigrants from Bangladesh in West Bengal.
- Bond traders reported that the BJP's surge in West Bengal lowered the 10‑year Indian bond yield by 2 basis points to 6.9954%.
- Congress‑led alliance in Kerala won almost two‑thirds of seats, defeating the Communist Party of India (Marxist).
- Opposition coalition of DMK and TMC, pillars of the INDIA alliance, are expected to be weakened ahead of the 2029 elections.
Why it matters: The BJP's sweep of Assam and West Bengal lifts it to governing 20 of 28 states, giving it the legislative heft to push flagship policies like uniform civil law and infrastructure projects, while the defeat of DMK, TMC and the Congress‑led alliance erodes opposition leverage ahead of 2029. Bond markets reacted, with the 10‑year yield falling 2 basis points.
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