Anticipating Budget 2024:
JM Financial's wishlist and key stocks poised for impact

Government's FY25 capex plan of ₹11.1 lakh crore and fiscal deficit target remains unchanged at 5.1% of GDP

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Government plans record RBI dividend of ₹2.11 lakh crore for rural economy revival

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Agri, Fertilizers, and Chemicals

Fertilizer subsidy and technology adoption to boost stocks such as : ⦾ Coromandel International ⦾ Chambal Fertilizers ⦾ Madras Fertilizers ⦾ Sumitomo Chemical ⦾ Dhanuka Agritech ⦾ Insecticides India ⦾ PI Industries ⦾ Himadri Speciality, ⦾ Gujarat Fluorochemicals ⦾ Neogen Chemicals). [{ "selector": ".qmilr-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 15px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".mrzjx-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-289.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".dkadk-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-281px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".gitmk-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 31px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

Auto and Ancillaries

Agricultural sector incentives boost rural vehicle manufacturers; positive for stocks like : ⦾ Mahindra and Mahindra ⦾ Hero MotoCorp [{ "selector": ".annfe-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 15px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".dkcfd-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-289.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".wufmx-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-201.5px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".zqrie-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 41px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

BFSI

Budget measures to boost affordable housing stocks such as : ⦾ Aavas Financiers ⦾ Aptus HFC ⦾ Home First ⦾ India Shelter [{ "selector": ".iooxs-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 15px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".wjfam-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-289.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".fwwsn-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-201.5px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".fkdkz-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 41px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

Fast Moving Consumer Goods (FMCG)

Tax benefits expected to boost FMCG stocks like : ⦾ Dabur ⦾ HUL ⦾ Godrej Consumer ⦾ Nestle [{ "selector": ".qlwdo-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 15px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".apesg-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-289.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".fzjbd-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-231.5px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".rslcm-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 41px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

Industrial

A budget boost for Defence and Railway Infrastructure stocks as : ⦾ Bharat Electronics ⦾ Hindustan Aeronautics ⦾ RVNL ⦾ Titagarh Rail System ⦾ IRCON ⦾ BEML [{ "selector": ".cedlz-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 15px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".roeir-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-289.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".rmaao-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-231.5px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".gerqu-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 41px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

Infrastructure

Positive outlook for Infrastructure stocks like : ⦾ KNR Construction ⦾ PNC Infratech ⦾ RITES ⦾ Ahluwalia Contracts [{ "selector": ".dekpq-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-295.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".xxqgq-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 15px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".prpco-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 41px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".rzcgr-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-237.5px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

Water Projects

Positive outlook for water project stocks like : ⦾ NCC ⦾ VA Tech Wabag ⦾ RITES Finolex Industries ⦾ Ratnamani Metals ⦾ Welspun Corp [{ "selector": ".uwfzl-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-295.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".iilni-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 15px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".akukq-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-237.5px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".cjiik-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 41px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

Oil & Gas

Policy framework boosting Gas consumption and clean energy initiatives; stocks to look for are : ⦾ IGL ⦾ MGL ⦾ Gujarat Gas ⦾ GAIL ⦾ ONGC ⦾ Oil India ⦾ IOCL ⦾ BPCL ⦾ HPCL [{ "selector": ".rgwbb-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-295.29px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".ppdog-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 11px))", "opacity": "85%"}, {"offset": 1, "transform": "translateX(0)", "opacity": "85%"} ] }, { "selector": ".jrnkq-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(-237.5px)", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }, { "selector": ".lqgbj-a", "duration": "500ms", "fill": "forwards", "delay": "300ms", "keyframes": [ {"offset": 0, "transform": "translateX(calc(360px - 39px))", "opacity": "1"}, {"offset": 1, "transform": "translateX(0)", "opacity": "1"} ] }] Open Demat A/C

Budget Impact: Tax relief for Banks and NBFCs, boost for power sector stocks

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With Our Subscription Plans

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Anticipating Budget 2024: JM Financial's wishlist and key stocks poised for impact