Budget 2025 & Share Market Impact - Motilal Oswal Bets On These Top Large, Mid And Smallcap Stocks

Overall, there were two big changes in the Union Budget 2025-26. For the first time in almost a decade, the Government of India focused more on consumption and savings, rather than capex. We need to keep a keen eye on whether this change is a one off or if it suggests a change in the paradigm. Secondly, after many years, the receipt projections look aggressive.