Investors are watching the Union Budget for fiscal consolidation and growth spending. Analysts recommend buying quality stocks on dips, especially in infrastructure, defence, power, and housing. Key themes include sustained public capex, targeted support for rural demand, and thrust on renewables. Companies in these sectors are expected to benefit from government initiatives and policy continuity.
RBI maintains optimism on growth, signals caution on inflation and FX volatility: Anubhuti Sahay
The Reserve Bank of India’s latest policy stance balances optimism on growth with caution on inflation and foreign exchange volatility. Analysts noted the central bank’s
April 8, 2026