Stocks focused interim budget 2024
01. Housing sector
02. Agriculture sector
03. Tourism
04. Infrastructure
05. Sustainable development
06. Defence sector
0.1 Housing Sector (Affordable housing) — In housing sector Indian government from 2014. Main objective of housing sector which poor people of india live in slum area. Those people buy own house in affordable price. PM Awas yogna near to make 3 crore house target. Companies most benefit of housing sector. ..a) Real estate developer , Construction company (cement, steel) , Housing finance (ofcourse people take loan to buy purchase home), Other materials ( wire, paints , decorative, home improvement company)
Stocks most benefit ls from housing sector
01 Can Fin homes Ltd
02 Home first finance company india Ltd
03 Most NBFC company
04 Polycab
05 KEI Industries
06 JK cement
07 Century plywood
02 Agriculture sector – Rural people of any country a very important role of those country. India focus on rural area. India government aim gap between rich and poor people decrease because is important and potential for the economy of country. Modi government help the agriculture related industries like dairy, Ecopark and tractor companies ( equipment make related from agriculture business) Companies benefits from agriculture sector
01 Agri business and agro pesticides business (fertilizer company)
02 Dairy
03 crop insurance company
04 Aqua culture companies
05 Tractor companies
Stocks most benefits from agriculture business
01 PI Industries
02 Cholamandalam (finance)
03 Bajaj finserv
04 Avantu feeds
05 Mahindra and Mahindra
06 Escorts
03 Tourism sector —- Tourism play a very important role to boost the economy. Indian government take free interest free loan to state for boost the tourism. Indian government work on port connectivity, Island tourism (lakshadweep) From Tourism benefits most companies are
01 Tourism hospitality (hotels)
02 Construction company
03 Airlines
04 Railways
Stocks to Focus
01 Indigo
02 IRCTC
03 Easemytrip
04 Lemon Tree
05 Mahindra hotels
06 Oberoi Reality
07 Yatra online
04. Infrastructure – Indian government work on make three major railways corridor under PM Gati Shakti scheme because improve the track which help the connectivity one stateto another. Government aim 40,000 wagons change into Vande Bharat trains. Most benefit companies
01 Airport developer and operator
02 Railway company
03 Construction and Engineering company
04 Airlines
05 Metal companies
Stocks Focus
01 Titagarh
02 RVNL
03 IRFC
04 RITES
05 IRCON
06 Adani enterprises
07 Dreamfolks
08 L&T
05. Sustainable development – Green / Renewable energy good for any country as well as world. Indian government focus – Wind energy, Solar Rooftop , Green hydrogen plant setup, Government use EV buses fir public transportation. Government also focus on Ethanol Companies most benefits
01 Renewable energy company
02 Solar energy
03 Electric vehicles manufacturing and charging
04 Bio gas
Stocks Focus
01 TATA Power
02 Adani green
03 Suzlon
04 NTPC
05 Inoxwind
06 Adani power
05 Defence sector —- Defence sector play a very important role for india have not good neighbour like china, pakisthan. Indian government aim India’s defence hub for entire world. Stocks most benefits from defence sector
01 HAL
02 Bharat electronics
03 Ideaforge
04 Cochin shipyard
05 Paras defence and space
06 Mazagon duck shipbuilders
Government expense in interim budget
01 Defence Ministry – Rs 6.1 lakh crore
02 Road and transport – Rs 2.78 lakh crore
03 Railways – Rs 2.55 lakh crore
04 Consumer affairs and food distribution – Rs 2.13 lakh crore
05 Ministry of home affairs – Rs 2.03 lakh crores
06 Rural development – Rs 1.77 lakh crore
07 Ministry of communication – Rs 1.37 lakh crore
Now India stock market is overvalued. All the stock add to your watchlist after some time correction time you buy these stocks