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Budget 2024: What should your trading strategy be ahead of FM Nirmala Sitharaman s announcements?

This Budget is likely to focus on capex, manufacturing push and macro stability. The announcements of the Union Budget have direct implications on the stock market as the government s policies and financial plans decide the upcoming trends in different sectors.

tourism theme: Vinit Bolinjkar on how to play the tourism theme & where ITC will go

Vinit Bolinjkar of Ventura Securities suggests playing the tourism theme through Indigo, IRCTC, Indian Hotels, and Thomas Cook. He also believes that ITC will perform well due to its growth in the FMCG segment and the success of its hotels. Bolinjkar highlights the shift in tourism towards spiritual destinations in India. He mentions that Federal Bank may face challenges due to increased cost of funds, while Maharashtra Bank and Karnataka Bank may be better options.

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