Top brokerages suggest investment themes for Budget 2025, highlighting sectors like infrastructure, defense, and railways poised for significant growth. Analysts expect increased capex allocation and fiscal deficit targets, alongside potential boosts for financials, health, consumption, automobiles, real estate, and power sectors.
Budget 2025 stocks: Shipping Corporation, Mazagon Dock jump up to 6% after FM announces sector revamp
The government unveiled a major overhaul of its financial assistance policy, launching a Rs 25,000 crore Maritime Development Fund. It will contribute 49% to the