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.
Vedanta demerger can create value in the long term
Vedanta’s stock has seen a dip following the announcement of its demerger into five listed entities, aimed at reducing the conglomerate discount. Investors looking to
April 28, 2026