Post-Budget Stock Picks: Experts Identify 9 Investment Opportunities
Budget
M
Moneycontrol•01-02-2026, 21:10
Post-Budget Stock Picks: Experts Identify 9 Investment Opportunities
- •The Union Budget 2026 maintained fiscal discipline, lowering the fiscal deficit to 4.3% of GDP for FY27 and increasing capital expenditure by 9% to Rs 12.2 lakh crore, boosting infrastructure and defence.
- •Key disappointment was the increase in Securities Transaction Tax (STT) on futures and options, impacting domestic brokerages and FIIs using F&O for hedging.
- •Experts from Motilal Oswal, Kotak Securities, and HDFC Securities have identified 9 stocks for potential investment post-budget.
- •Recommended stocks include Apollo Hospitals, Mahindra & Mahindra, Biocon, Larsen & Touro, Indian Hotels, TCS, Sai Life Sciences, Syrma SGS Technology, and Zensar Technologies.
- •These picks are based on budget initiatives supporting sectors like healthcare, infrastructure, manufacturing, hospitality, and technology, with specific target prices provided.
Why It Matters: Experts recommend 9 stocks for investment, leveraging budget initiatives despite STT hike and market corrections.
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