 "Riding on high growth: Key gainers from the Budget 2021 proposals")
A 7.5 per cent rally in the Sensex over the past two trading sessions gives a clear indication of what the street thinks about the Budget and corporate earnings in the December quarter. A status quo on taxes and the government emphasis on growth are considered to be the right prescription by experts.
The focus on long-term growth drivers such as investments in infrastructure is expected to have a multiplier effect, while asset monetisation and divestment would help generate necessary funding. Given the infra tilt, the key gainers are companies and service providers in the construction value chain. Further, a
