Sitharaman’s Budget focuses on capex sectors, defense indigenisation, renewable energy, and rail modernization. Sensex saw 5.7% average post-Budget returns. Best and worst Budget performances in 2021 and 2020. Strategic debt, private sector gains, and picks like UltraTech and NTPC are expected. Samir Arora sees continuity; Viability Gap Funding, and Infrastructure loan push capex.
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