CLSA Top Picks In Market Correction, Capex Shift, Budget Expectations & More | Budget 2025

Vikash Kumar Jain, strategist at CLSA, analyzes India's fiscal strategy ahead of the Union Budget. He highlights the government's focus on fiscal deficit control, a shift from aggressive Capex to balancing job creation and consumption, and the reliance on private sector investment. He warns of a potential economic slowdown and stock market corrections, emphasizing opportunities in staples and selective discretionary sectors. He remains cautious on mid and small caps due to elevated valuations and macro risks.
#marketnews #budget #budget2025 #clsa
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[@bhuwantalreja5116]

Your view on PRECISION WIRE, CARYSIL and ICE MAKE REFRIGERATION.

[@Ordinaryperson1986]

Dont scam market its over for 2 years ..

[@devendra3479]

Kadha piyo pahle

[@VivekChatr]

What bullshit is this guy speaking? Finance guy or spokesperson of a politician.. People should stay away from such blind followers as well as blind haters equally. They are sure to burn people's money for own branding