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Budget stocks: Keep these 37 ideas on your watchlist during Nirmala Sitharaman's speech

The Union Budgets impact on the stock market has reduced in recent years, but this time it could be significant for certain stocks. The government is expected to focus on capex spend, particularly on road infrastructure, capital goods, manufacturing, automobile, healthcare, and financial services. The budget may also support sectors like railways, defence, real estate, and affordable housing. Defence stocks related to R&D, UAV/drones, and anti-drone systems could benefit.
West Bengal Neeraj Chadawar Suryodaya Yojna Mishra Dhatu Nigam Uno Minda Tata Motors

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