Budget expectation of Fisdom: We expect the continuation of high capital expenditure on roads, power, urban development, and railways to create long-term economic multipliers. The focus will be on boosting public infrastructure to stimulate economic growth and create jobs.
BJP manifesto highlights: Commitment to infrastructure development focusing on roads, power, and urban development.
Interim Budget highlights: Focus on fiscal prudence and maintaining fiscal deficit target at 5.1%.
Sectors to benefit: Construction and Infrastructure
Stocks to watch: Larsen & Toubro (L&T), KNR Constructions, PNC Infratech.
