Why you need not say goodbye to capex and invest only in consumption theme now

Prashant Khemka, Founder of White Oak Capital Management, anticipates a shift in performance between cyclical and defensive stocks. The Budget may reinforce this phenomenon. Khemka advises maintaining a balanced portfolio, emphasizing stock picking over top-down calls. He also notes the potential positive impact of income tax savings on demand and broad sectoral benefits.

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An important week is upcoming with central banks like the Federal Reserve and European Central Bank making policy decisions. Major companies, including Alphabet, Amazon, and

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