Budget 2024 | बजट में होंगे बड़े ऐलान, इन स्टॉक्स पर बनाकर रखें नजर | Stocks to Watch

3 months ago

Stocks related to infrastructure, railways, defence, capital goods, power, real estate, financials, fertilizer, manufacturing, textiles, agrochemicals and more will be in focus ahead of the Union Budget 2024.

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Transcript

00:00Finance Minister Nirmala Sitharaman is about to present the budget and there are many sectors

00:11in which announcements are expected.

00:13There are some stocks related to them that can stay in focus, so let's know which stocks

00:18can be focused on.

00:19So, first of all, we will talk about the infrastructure, so during the central budget, the focus of

00:25Dalal Street will be the focus of Badhotri and infrastructure, the stocks in which you

00:32can keep an eye on are Larsen & Toubro, KNR Construction, Ultratec Cement, PNC Infratec

00:38and KEC International.

00:39After this, the second sector is the agriculture sector.

00:43Higher food inflation and a rural economy based on agriculture is a big challenge for

00:48the government.

00:49Therefore, announcements can be made in the budget for its solution and more funds can

00:54be allocated.

00:55In this, the stocks that you can keep an eye on are Chambal Fertilizers, Kaveri Seeds,

01:01Shakti Pumps, Escorts Kubota, VST Tillers, UPL.

01:05After this, if we talk about rural consumption, then through skill upgradation, job creation

01:10and MSME support, the purpose of investment and encouragement to increase rural consumption

01:15will have to be increased indirectly.

01:19In this, the stocks that you can keep an eye on are Hindustan Unilever, Dabur India, TVS

01:24Motors, Marico and many other stocks related to it.

01:28After this, if we talk about capital goods, then the stocks that you can keep an eye on

01:33are Bhel, BHEL, ABB India, Thermax, Polycab India, CG Power, Cummins India, LG Equipments.

01:42After this, you are looking at defense-defense, the focus of the government is increasing

01:46and the government allocates as much as possible for fund defense.

01:49If you look at the geopolitical concerns and internal conflicts, then the government's

01:55focus is on this sector.

01:57In this, the stocks that you can keep an eye on are Hindustan Aeronautics, Cochin Shipyard,

02:03BEML, Bharat Electronics, Bharat Forge, Bharat Dynamics, ZDN Technology, Data Patterns.

02:09Apart from this, if we talk about disinvestment, then there are key PSU stocks that are divestment

02:15candidates will be on the radar.

02:17Because Finance Minister Nirmala Sitharaman is ready to unveil the disinvestment target

02:23for the financial year 2025.

02:25So in this, the stocks that you can keep an eye on are Majgaon Dock Shipbuilders, IRFC,

02:30IDBI Bank, Shipping Corporation of India, NFL, Rashtral Chemicals and Fertilizers, and Bank

02:36of Maharashtra.

02:37After this, if we talk about the next sector, Renewable Energy.

02:41In this budget, investment in Renewable Energy, focus on clean technologies, and solar and

02:47wind power projects are expected to be expanded.

02:50In this, you can keep an eye on Tata Power, Suzlon, NTPC, Ionex, Wind, Adani Green Energy,

02:55Sona, BLW.

02:57After this, the next sector is of Railways.

03:00So while paying attention to safety, there may be an announcement to expand the existing

03:04rail network.

03:05In the current scenario, there is a lot of need for covered safety related CAPEX.

03:10So in this, the opportunities that can be seen in Railways can be announced today.

03:15And IRCTC, Container Corporation of India, RVNL, RailTel, IRCON, Tutagal Rail System,

03:21Jupiter Wagons, you can keep an eye on.

03:24Apart from this, if we talk about the automobile sector, then the government can expand subsidy

03:28schemes for EV, and can encourage the CNG, Hydrogen and Hybrid segment along with the

03:33Alternative Fuel Segment.

03:35In this, Hero Motocorp, Bajaj Auto, M&M, Tata Motors, Endurance Technologies, Electra Green

03:42Tech, you can keep an eye on.

03:44If we talk about Manufacturing, then the government can increase the range of PLI schemes to Chemical

03:49Services, Electronic Components and Sub-Assemblies, which can lead to new sectors.

03:54In this, Dyxon Tech, Amber Enterprises India, SJS, Rolex Rings, KPR Mills, Raymond, Trident,

04:02Nitin Spinners, you can keep an eye on.

04:05Apart from this, if we talk about the real estate sector, then real estate developers

04:09are asking for many measures, in which Rationalization of Taxes, Affordable and Mudhiyai Awas,

04:15Further Allocation for Special Window Fund and Government Support for Affordable Houses

04:21is included.

04:22In this, you can keep an eye on DLF, Godrej Properties, Oberoi Reality, Suntech Reality,

04:27Arvind Smart, Aadhar Housing and Canfin Homes.

04:32So, these are some sector-wise stocks that you have to keep an eye on.

04:37That's all in the video.

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04:39Do let us know by commenting.

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04:45That's all in the video.

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Budget 2024 | बजट में होंगे बड़े ऐलान, इन स्टॉक्स पर बनाकर रखें नजर | Stocks to Watch | GoodReturns

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