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Budget 2025 & Share Market Impact - Motilal Oswal Bets On These Top Large, Mid And Smallcap Stocks
Motilal Oswal is over weight on consumption , IT, BFSI, industrials, healthcare and real estate while underweight on oil and gas, cement, automobiles, and metals
03 Feb 2025, 10:51 AM IST 
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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.
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