My own interpretation of sensex outlook post Shri. Pranab's Budget:
Advantage
1. FMCG (ITC, Lever, Dabur), Tech (Infy, Wipro, TCS), Pharma (Cipla, Ranbaxy)
Disadvantage
1. Banks
Sensex might move in the range of 12,000 to 14,000 for the next couple of months. Outperformance days when compared to global trend would come down.
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