How will FMCG, IT and realty sector perform going ahead? Mayuresh Joshi answers

“There is going to be significant allocations as far as defence is concerned. You have already heard statements related to rural and urban affordable housing. And therefore, I think roads, railways, highways, ports, infra, manufacturing, the capex in terms of budget allocations will continue,” says Mayuresh Joshi, Head Equity, Marketsmith India

The whole week we saw that the budget focus talks were in action this week. You talk about infra, defence, fertiliser or cement. What should we aim at now? Should we look at these sector scaling, achieving new heights going further?

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Offering CollegeCourseWebsiteIndian School of BusinessISB Chief Digital OfficerVisitIndian School of BusinessISB Chief Technology OfficerVisitIIM LucknowChief Executive Officer ProgrammeVisitNo, I was hearing your opening remarks, both on macros and micros. But two things are happening here. One, I think the markets are looking forward to what the probable budget announcements would or might be.