Anand Rathi has identified top stock picks for the upcoming Union Budget, emphasizing sectors such as auto, capital goods, consumer durables, cement, and infrastructure. The Budget is expected to boost growth and stability with a focus on infrastructure and consumption inducing measures. Investors may find opportunities in companies like Ultratech Cement and Ashok Leyland.
Gold in a healthy consolidation period, says Chris Wood
Jefferies’ Christopher Wood notes gold’s consolidation above $3,000. He maintains high gold allocation in his pension fund. Western gold ETF flows are light despite gold’s
June 14, 2025