Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh Chandan

The budget is likely to maintain its fiscal consolidation and borrowing targets, as per the announcement made in the Interim budget in February. We expect continuation on the policy front and the messaging to be consistent with previous budgets. The budget is likely to maintain its fiscal consolidation and borrowing targets, as per the announcement made in the Interim budget in February. We expect continuation on the policy front and the messaging to be consistent with previous budgets.  Economic Times