Hiren Ved, Director & CIO of Alchemy Capital, highlights the ongoing significance of India’s manufacturing story, and how the recent Budget supports middle-class consumption. He emphasizes the balanced approach between capex, consumption, pharma, and tech sectors. The Budget’s focus on discretionary consumption, especially in autos, retail, real estate, and tourism, is likely to drive positive market reactions.
2 top stock recommendations from Rajesh Bhosale
Rajesh Bhosale from Angel One suggests a positive bias in the market, recommending a ‘buy on dip’ strategy. While cautiousness prevails due to Trump’s trade