hairperson of PL Capital, Amisha Vora, anticipates a growth-focused Budget 2025 with strong GDP projections for FY26. Key sectors poised for growth include railways, defence, power, and data centers. Largecap stocks like L&T, Siemens, HDFC Bank, Britannia, and Max Healthcare are well-positioned to benefit. Despite the current slowdown, a gradual recovery is expected as inflation peaks.
