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.
Porinju Veliyath highlights Ixigo, Protean and Indegene as strong long-term investment picks
I do not think budget is going to make any sea change to the situation. Budget, I do not think people are having much expectation.