With the election results in Gujarat positively out of the way for the government and Budget 2018, which will be the last full budget of the Modi-government ahead of general elections 2019, major structural reforms will take place for the overall economic growth of the country. Power, Agriculture, and rural initiatives will be a core focus, alongside infrastructure and rural investment in the Union Budget 2018-19. Due to increased investments in agricultural infrastructure, such as, irrigation facilities, warehousing, and cold storage, the agriculture sector is expected to perform better in the next few years. Focus will be more on consumption oriented stocks.
Some of the scrips where a good momentum is expected from the Union Budget 2018-19 are as follows: