During the Interim Budget, sectors likely to be in focus include infrastructure, agriculture, banking and finance, and renewable energy. Infrastructure-related companies, particularly in construction, cement, and steel, could benefit from increased government spending. Agriculture initiatives might uplift related companies, while public sector banks could gain from government projects. The focus on green energy could also benefit renewable energy companies, aligning with global environmental goals.
- Sonam Srivastava, Founder and Fund Manager at Wright Research, PMS
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