Budget 2024 में किन Stocks से बरसेगा पैसा? | Raghvendra Kedia | Sunny Agarwal | Ashish Maheshwari

Summary

The video script from 'ET Now Swadesh' features host Pooja Tripathi discussing the upcoming budget and its potential impact on specific sectors and stocks. Experts from Blue Ocean Strategy Adviser, Prosperity Adviser, and SBI Securities share insights on investment opportunities that could yield high returns. They highlight sectors like infrastructure, cement, banking, and oil & gas, expecting significant budget allocations and policy announcements that could benefit related stocks, suggesting a focus on both private and public sector companies.

Takeaways

• 📈 The discussion revolves around the upcoming budget and its potential impact on various sectors and stocks.
• 🎓 Puja Tripathi hosts a special show focusing on sectors and cities expected to receive significant attention in the budget.
• 🗓 The next budget is set to be the final one before the elections, following an interim budget presented in February.
• 💼 The market often sees action related to the budget, with sectors and stocks beginning to move in anticipation of budget announcements.
• 🏢 Three expert guests from Blue Ocean Strategy Adviser, Prosperity Adviser, and SBI Securities join the show to share insights on potential investment opportunities.
• 🚄 Ashish Maheshwari suggests that sectors like defense, railways, power, oil and gas, and housing are likely to be major beneficiaries of the higher budget allocation.
• 🏭 Raghavendra Kedia recommends NCL Industries for potential gains, anticipating a special package for Andhra Pradesh and Telangana in the budget.
• 🏦 Soney Agrawald discusses the banking sector's potential growth, recommending Axis Bank for its performance and future prospects.
• 🛍️ Ashish Maheshwari highlights Oil India Limited as a potential investment, expecting government schemes to benefit domestic oil and gas producers.
• 🧵 Vardhaman Textiles is suggested by Raghavendra as a stock to watch, with expectations of policy announcements beneficial to the textile sector in the budget.
• 🔧 The discussion emphasizes the importance of the budget for investors to make informed decisions and capitalize on the opportunities presented by the government's focus areas.

Q & A

What is the main theme of the show 'Budget Aayega, Kamaayega'?

The main theme of the show 'Budget Aayega, Kamaayega' is to discuss the upcoming budget, focusing on specific sectors and cities that are expected to be highlighted in the budget and where investors can potentially earn significant returns.

When is the next budget expected to be announced according to the script?

The next budget is expected to be announced on July 23rd.

Why are two budgets usually presented in an election year in India?

In an election year in India, two budgets are usually presented because the first one is an interim budget presented by the existing government before the elections, and the second one is the final budget presented by the newly formed government after the elections for the next five years.

What is the general market behavior before or after the budget announcement as discussed in the script?

The script suggests that the market often experiences some action related to the budget before or after its announcement. Stocks and sectors that are related to the budget start to move, and the market atmosphere becomes entirely focused on the budget.

What are the three sectors that the guests on the show predict will be major beneficiaries of the upcoming budget?

The three sectors predicted to be major beneficiaries of the upcoming budget are defense, power, oil and gas, and housing.

What is the first stock recommendation given by Raghavendra Kedia from Prosperity Advisor in the show?

The first stock recommendation given by Raghavendra Kedia is NCL Industries, a cement manufacturing company, with a potential upside target of 275 in one to two months, considering the budget event.

What is the expected impact of the budget on the banking sector according to Soney Agrawal from SBI Securities?

Soney Agrawal expects the budget to focus on deposit mobilization for banks, possibly increasing the limits for tax-free interest on savings accounts and current accounts, which could benefit the banking sector.

What is the potential target price for the stock recommended by Ashish Maheshwari from Blue Ocean Strategy Advisors?

The potential target price for the stock recommended by Ashish Maheshwari is not explicitly mentioned in the script, but he suggests that the oil and gas sector, particularly Oil India Limited, could benefit from the budget due to potential investment schemes for domestic producers.

What is the second stock recommendation given by Soney Agrawal, and what is the expected return on investment?

Soney Agrawal's second stock recommendation is not specified in the script, but he discusses the potential for the banking sector, particularly focusing on Axis Bank, with an expected target of 1460 and a stop loss of ₹60.

What is the significance of the budget for investors according to the discussion in the script?

According to the discussion in the script, the budget is significant for investors as it can provide insights into potential growth areas, sector-specific announcements, and opportunities for high returns on investment in certain stocks.