Vikram Kasat says: "The Interim Budget 2024 is expected to highlight sectors like textile, circular economy, and domestic tourism. Risk-to-reward is favorable for investors entering the market gradually. The auto sector turned underweight after being overweight during the rally, but incremental gains are expected. Structural stories are emerging in real estate, automotive, and domestic travel. SME IPOs are gaining attention due to valuations and high subscription bid."
