Kotak Securities has visualized the sectors and stocks that are likely to benefit from Budget 2015 and given stock recommendations
The report claims that the Budget will be positive for Banking/NBFCs, Capital Goods, Cement, Construction, Hotels, Information Technology, Media, Metals, Oil & Gas, Paints, Power and neutral for Auto, Aviation, FMCG, Pharmaceuticals, Real Estate. The best stocks in each sector has been pin-pointed.
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