Budget Day Stocks: Amidst global challenges, today Minister Nirmala Sitharaman will present the budget for the ninth consecutive time. There may be a special focus in the budget on increasing domestic and foreign investment. The market is expecting tax relief to FIIs. There can be focus on Swadeshi. A big increase in defense and government capital expenditure is possible. In the budget, the Finance Minister may also emphasize on modernization of railways. Also, special announcements for AI and data center are expected in the budget. Startups can expand their scope and innovate more. Special announcement for tourism is possible. Drone and aviation sector can get a big gift.
In such a situation, we are telling you 20 such stocks, by creating a position in which you can earn good income on the budget day.
Ashish Chaturvedi’s team
If there was any tax relief in the budget, it was positive for the company. Motorcycle sales are expected to grow by 12–15% in a few months.
The budget is expected to focus on increasing consumption. Middle class can get more money in their hands. The stock has slipped nearly 20% from its high.
The sector remains under pressure due to US tariffs. Relief or support from the government will be a big positive trigger.
Mishara Dhatu Nigam -Green
It is a great combination of both defense and space themes. The company makes special types of special alloys. These alloys are used in missiles, fighter jets and space programs. The focus on such companies has increased under Self-reliant India. Stocks will directly benefit if defense-space budget increases
It is possible to announce PM Surya Ghar Yojana to make it more attractive. By which May see action in Saatvik Green. Government’s focus on green energy is continuously increasing
The company has a strong presence in railway safety related solutions. The government’s increasing focus on railway safety is positive for the company. New announcements or faster rollout related to armor will be directly beneficial. Emphasis was seen on accident prevention and automation in the Railways. If safety capex is increased in the budget, the stock may be affected.
It is the country’s biggest indigenous company manufacturing metro and railway coaches. The government will focus on Make in India, Indigenous manufacturing.
If travel and tourism increases, the demand for luggage will automatically increase. Government’s focus on tourism, airport and connectivity will be supportive.
It is a domestic tech company involved in supercomputers and data centers. The government will focus on AI, HPC, digital infrastructure and support.
Capital Markets is a play that fits the infra theme. The government will focus on increasing financial markets and investment. Sentiment turned positive due to increased activity regarding NSE IPO.
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