Interim Budget 2024: Top themes that will dominate

Rail Theme Dominates Market Sentiment; Capital Expenditure to Strengthen Stocks in Focus: Rail Vikas Nigam, IRFC, Ircon International, NBCC, RailTel Corp, and Texmaco Rail Government's Infrastructure Push Expected to Persist Stocks in Focus: KNR Constructions, PNC Infratech, RITES, KEC International, PSP Projects, and Cement Sector Stocks India's 'Self-Reliance' Focus Intensifies; Defense Sector to Benefit Stocks in Focus: Hindustan Aeronautics, Data Patterns, Bharat Electronics, and Bharat Dynamics Renewable Energy Transition Takes Center Stage in Power Sector Stocks in Focus: NHPC, NTPC, SJVN, Power Grid, Tata Power, and Adani Power Pre-Election Budget Aims to Boost Income; Consumption Stocks to Watch Stocks in Focus: HUL, ITC, Avenue Supermarts, Tata Consumer Products, Marico, and Britannia Disinvestment Plans to Slow Down; PSU Capex Programs to Gain Favor Stocks in Focus: Concor, IDBI Bank, BPCL, and Shipping Corporation of India Rural Focus Remains Strong; Emphasis on 'Bottom of the Pyramid' Stocks in Focus: Chambal Fertilisers and Chemicals, Coromandel International, GNCF, Escorts Kubota, Bayer CropScience, and UPL Manufacturing and Green Technology in Spotlight Stocks in Focus: Exide Industries, Bajaj Auto, Fiem Industries, Tata Motors, and TVS Motor Support for SMEs and Financial Inclusivity in Digital Roadmap Stocks in Focus: Bajaj Finance, HDFC Bank, ICICI Bank, Kotak Mahindra Bank, Paytm, and PB Fintech Focus on Real Estate and Housing Sector Stocks in Focus: Godrej Properties, Oberoi Realty, DLF, DB Realty, Brigade Enterprises, etc.