The focus of Modi 3.0 will likely continue on developing the country’s public infrastructure such as roads, water, metro, railways, defence, digital infrastructure, and green technologies. Axis Securities says that the market may continue to find direction based on a “Feel good” factor on policy continuity, pre-budget expectations, progress of monsoon, development on the CAPEX agenda, fiscal consolidation path and expectation of rural recovery in the second half.Here are top picks by Axis Securities across the small, mid and large cap categories:
Gold will eventually get its shine back, but now it’s all about dollar: Jonathan Barratt
The US dollar is gaining strength. This is impacting commodity prices. Gold and oil prices are expected to fall. The US dollar index is at
November 14, 2024