There is no sign of the market mood improving before the Union Budget 2025. The trend of decline in the market continued on January 8 also. Market experts say that now there seems to be little hope of the market changing before the budget. But, due to the announcement in the budget, there can be a big rise in the market. In such a situation, this is an opportunity to bet on those shares which may rise after the announcement of the budget. Experts also say that due to the fall in the prices of many stocks, they have reached very attractive levels. Therefore, if you invest now, you can earn big money in a few weeks.
Siemens will benefit from increasing demand for power. The government is continuously emphasizing on increasing the production capacity of electricity. It is expected that Finance Minister Nirmala Sitharaman will make a big announcement for the power sector in the Union Budget on February 1. This will have a direct impact on Siemens shares. The performance of this stock has been good in the last one year. It has given returns of about 22 percent during this period.
The government wants to produce defense equipment in the country itself. Its objective is to reduce dependence on import of defense equipment. Hindustan Aeronautics (HAL) manufactures fighter aircraft and helicopters. The government also wants to increase the export of defense equipment. HAL may have a big role in this. Finance Minister Nirmala Sitharaman can make a big announcement in the budget to increase the production of defense equipment in the country. HAL will directly benefit from this. HAL shares have given about 37 percent returns in the last one year.
It is a leading company in the engineering and industrial equipment sector. The government may make a big increase in the capital expenditure target in the Union Budget 2025. For this financial year, the government had set a target of capital expenditure of Rs 11.11 lakh crore. For the next financial year, the government can increase this target by at least 10-15 percent. Companies like Thermax will directly benefit from this. This stock has given 23 percent return in the last one year. This stock has fallen by more than 15 percent in the last one month. Due to this the stock prices have come to attractive levels. If you invest now, you can earn good income from this stock.
Also read: Budget 2025: Why is the budget presented in the Indira government in 1973 called ‘Black Budget’?
Larsen & Toubro is India’s largest construction company. This company has benefited the most from the government’s continuous increase in its capital expenditure target. It is expected that the government will increase the capital expenditure target on February 1. Due to this, there may be a rise in the prices of this stock. This stock has not given any return in the last one year. The order book of the company is quite strong. The management of the company is also very professional. Investing now can yield good profits.