Stocks attracting govt capex and PLI incentives to outperform in run-up to Budget, says Sonam Srivastava of Wright Research

"The Budget is expected to maintain its focus on domestic manufacturing revival and PLI schemes for labour-intensive sectors. Most importantly, instead of going populist, the Budget is expected to keep post-Covid fiscal consolidation, divestment and reduction of subsidies as its priorities,” she said.

Stocks attracting govt capex and PLI incentives to outperform in run-up to Budget, says Sonam Srivastava of Wright Research
"The Budget is expected to maintain its focus on domestic manufacturing revival and PLI schemes for labour-intensive sectors. Most importantly, instead of going populist, the Budget is expected to keep post-Covid fiscal consolidation, divestment and reduction of subsidies as its priorities,” she said.