The Finance Minister has presented the general budget on Saturday. Today, the market witnessed a lot of action with the budget proposals. Now that all the information related to the proposals has come out, market experts are giving their estimates on them. According to most experts, the budget is positive but the performance of the companies and the Reserve Bank policy will decide how the stocks can perform in the market in the future. Market watchers have told which sector companies are positive for today's budget. It is possible that action can be seen in the companies of these sectors as soon as the discussions on the budget are completed.

What will happen in the stock market on Monday? According to ICRA, the step taken regarding duty on electronic components will benefit local manufacturing companies and EMS companies. At the same time, the EV sector will benefit from the reduction in duty on mineral parts related to EV.

According to ICRA, the announcement regarding Jal Jeevan Mission is positive for pipe manufacturing companies. At the same time, KPMG said that some steps taken in the budget can greatly benefit the tourism industry. Along with this, the focus on footwear and leather industry can help the domestic ecosystem a lot. Action can be seen in companies related to these sectors. According to Nilesh Shah, founder of Invision Capital, this budget is very positive. Initially there were some questions about the capex figures but it is clear that the budget is a budget to support growth. According to him, the steps taken regarding the middle class will support consumption, while the capex figures are also above the previous level. Many sectors will get support due to increased consumption. According to him, many stocks in the capital goods sector have slipped well below their upper levels, due to which the pressure on valuation has eased somewhat. Along with this, if the chances of reduction in rates by the Reserve Bank increase, then there are opportunities for investment in this sector. According to Deepak Shenoy of Capital Mind, if people get more money for consumption, then it is expected that spending on durables and tourism may also increase and these companies may get more benefits than other companies. Along with this, announcements have been made regarding shipping and domestic manufacturing. According to Deepak, companies related to shipping manufacturing can also get a lot of help in the coming time.