The budget promotes key sectors including healthcare, R&D, skilling, MSMEs, and startups, laying groundwork for economic growth. Key measures involve exempting customs duty on life-saving drugs, investment in private-sector R&D, and financial support for startups. Concerns arise about healthcare spending targets, yet advancements in insurance and regulatory reforms aim to enhance accessibility and affordability.
Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector
July 14, 2025