Yogesh Patil, CIO LIC MF in conversation with Ajaya Sharma believes that Budget will see a balance between the fiscal and the agriculture push. With a focus on employment generation, government will give impetus in form of scheme to increase the per capita income. He is of view that diversified Auto Ancilliary players which has an addressable market size catering to both domestic and overseas market, will continue to do well. He is of a view that consumption sector has been the ignored sector from last 2-3 years and this space should start to pick up with the consumption story picking up. On being asked on railway capex, he added that the sector has become very stock specific and one needs to make the selection.
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