Top brokerages suggest investment themes for Budget 2025, highlighting sectors like infrastructure, defense, and railways poised for significant growth. Analysts expect increased capex allocation and fiscal deficit targets, alongside potential boosts for financials, health, consumption, automobiles, real estate, and power sectors.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and