Anand Rathi has identified top stock picks for the upcoming Union Budget, emphasizing sectors such as auto, capital goods, consumer durables, cement, and infrastructure. The Budget is expected to boost growth and stability with a focus on infrastructure and consumption inducing measures. Investors may find opportunities in companies like Ultratech Cement and Ashok Leyland.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and