Budget 2015: Stocks on Radar

Tanya Ashreena

Madhumita Ghosh, director at Victi Int spoke to Zee Business on her favourite stocks before the Budget 2015:

Financials:
I like public sector banks, such as the Union Bank of India, as interest rates are going to go down and this will benefit their portfolio.

Housing Finance:
The Budget will announce policies favouring affordable housing, so stocks such as LIC will go up, as interest rates will fall.

Autos:
TVS Motors has a good portfolio and will show good growth, as in the past two to three years, the stock has declined and now can only move up.

Industrials:
I expect Asian Paints to surge because oil prices are falling. A lot of their inputs are based on oil products, and their production costs will fall significantly.