Stock Market Strategy Ahead Of Budget 2025 Ow On Consumer Discretionary Cautious On Financials Staples Seshadri Sen

stock market strategy ahead of budget 2025 ow on consumer discretionary cautious on financials stapl

90 days 👁 21

Stock market strategy: Emkay Global remains overweight on Consumer Discretionary and Healthcare while advising caution on Financials and Staples. While progress on the PLI schemes potentially benefit EMS and EV manufacturers, changes in gold customs duty could weigh on jewelry stocks.

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