The Union Budget 2025 focuses on tax breaks for the middle class, boosting consumption, and a modest rise in capex. While capex impacts rail, defence, and infrastructure sectors, sectors like consumer durables, auto, jewellery, and e-commerce benefit. Market experts foresee Nifty EPS growth and recommend investing in sectors like auto, FMCG, healthcare, renewables, and select banks.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is
May 25, 2026