Fund Manager Talk | Valuation of capex stocks comfortable after correction: Deepak Ramaraju of Shriram AMC

The 2025 Budget’s tax relief is set to boost disposable income, benefiting discretionary sectors like apparel, QSR, travel, and entertainment, believes Deepak Ramaraju, Senior Fund Manager, Shriram AMC. Banking, financial services, and capital markets may also gain as savings and investments rise, supporting broader economic expansion.