Govt Has Opened Up Newer Segments Of Capex Like Water, Housing & Electricity Supply: Morgan Stanley

Описание: Budget 2025 | ‘This is a magic budget. Economic growth will surprise from hereon’

Ridham Desai explains why he is extremely optimistic on Budget 2025. Says govt has opened up newer segments of capex like water, housing and electricity supply. Remains positive on private banks, discretionary consumer stocks & certain capital goods segments.

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