Budget 2024 | Sunil Singhania & Prashant Jain On Economy, Disinvestment And Sectoral Outlook

Budget 2024: Decoding the Interim Budget with market experts. "The balance sheet of India is phenomenal. The outlook on the economy is great, tax collection should be decent. There is room for the govt to be aggressive in its disinvestment plan. Should not be disappointed about the 11% growth in capital expenditure", says Sunil Singhania, Abakkus Asset Manager.
"Don't see any low-hanging fruit in this market. Banks that have lagged earlier should do well in this cycle. India's capital formation is growing faster than consumption. Favor large banks, NBFCs focus on funding capex. Power demand in India will accelerate.", says Prashant Jain, 3P Investment Managers.
Watch the conversation with Nikunj Dalmia on ET Now.

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