🏆 Winning Sectors
✔ Consumer – Tax cuts = More spending
✔ Infrastructure – Mega infra push
✔ Renewable Energy – Green energy boost
✔ Pharma & Healthcare – More medical infrastructure
✔ PSU Banks – Higher MSME credit flow
🚨 Sectors to Watch Out For
❌ Bond Markets & NBFCs – High fiscal deficit may keep bond yields up
❌ Luxury Real Estate – Budget focus on mid-income housing, not premium