Probable winners from Budget-2019
1. State-Run Banks - State Bank of India Ltd (SBI), Bank of Baroda, Canara Bank, Union Bank of India, Bank of India and Punjab National Bank.
2. Rural India - Godrej Agrovet Ltd., ITC Ltd., Hindustan Unilever Ltd. and Mahindra & Mahindra Ltd.
3. Aviation - Air India Ltd., SpiceJet Ltd., InterGlobe Aviation Ltd. and TATA SIA Airlines Ltd.
4. Water - Shakti Pumps India Ltd., Jain Irrigation Systems Ltd., KSB Ltd., Kirloskar Brothers Ltd., VA Tech Wabag Ltd., JK Agri Genetics Ltd., PI Industries Ltd.
5. Real Estate & Construction : Larsen & Toubro Ltd., Dilip Buildcon Ltd., IRB Infrastructure Ltd. GMR Infrastructure Ltd. Oberoi Realty Ltd., Prestige Estates Projects Ltd. and DLF Ltd. It looks to be the best time for India’s No. 1 Developer, Macrotech Developers Ltd ( Lodha Developers ) to enter securities markets.