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Budget Verdict | Brokerages cheer fiscal prudence but see negatives for staples, 2W stocks

Rating agency Fitch says the interim budget aligns broadly with its expectations, with a slightly faster pace of deficit reduction

Mahatma
Rajasthan
India
Sandeep-tandon-prashant-jain
Shankar-sharma
Prabhudas-lilladher
Emkay-madhavi-arora
Madhu-kela
Mahatma-gandhi-national-rural-employment-guarantee
Dabur
Indian-hotels
Fitch-ratings

What Shankar Sharma, Madhu Kela, Sandeep Tandon & Prashant Jain are betting on post-Budget

Prashant Jain believes that given the scale at which the government is planning the solar rooftop plan, the utilities space will become crowded. However, he sees some good investment options in the utilities supply side.

India
Sandeep-tandon
Prashant-jain
Raj-gaikar
Shankar-sharma
Madhu-kela
Nirmala-sitharaman
Madhusudan-kela
Indian-hotel-company
Research-analyst
Mahindra-hotels
Founder-of-the-quant-group

Moneycontrol Selects: Top stories this morning

Our specially curated package of the most interesting articles to help you stay at the top of your game.

India
Ahmedabad
Gujarat
Nirmala-sitharaman
Sandeep-tandon-prashant-jain
Shankar-sharma
Madhu-kela
Bank-nifty
Tata-motors
Reserve-bank
Sandeep-tandon
Prashant-jain

Govt's Rs 50,000 cr divestment plan to not have any impact on PSUs: Madhusudan Kela

Comparing the PSUs with corporates Madhusudan Kela said that in the last three years, the government has underpromised and overperformed

India
Madhusudan-kela
Shankar-sharma
Nirmala-sitharaman
Union-budget
Interim-budget
Finance-minister-nirmala-sitharaman
Madhu-kela
Budget
Divestment
Disinvestment
Apex

Lower fiscal deficit to drive banking sector rally

Lower-than-expected fiscal deficit cheered bank stocks as cost of borrowing reduces

India
Baroda
Gujarat
Gquant-investech
Andrew-holland
Shankar-sharma
Madan-sabnavis
Punjab-national-bank
Aditya-birla-sun-life-asset-management-co
Union-bank
Bank-nifty
Aditya-birla-sun-life-asset-management

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