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Investors can look to bet on rural consumption and housing theme: Sunil Subramaniam
We may think that even NREGA subsidies could go up a little bit. So, I think the budget will give a clearer direction. But we do know that given the fact that the election results were not to the kind of expectations of the government itself, they will be trying to fix those problems. And from what we can see that two or three big states in north, UP, Haryana, then the Maharashtra, where the results were not to their liking, you would see that that is a farming belt, the UP is a sugarcane belt, Maharashtra is a sugarcane belt, so definitely you will see action around minimum support prices, you will see action around NREGA flows in there.