Hiren Ved in an interaction with ET Now - July 19, 2024

In an interaction with ET Now’s Ayesha Faridi and Anisha Jain, Hiren Ved, Director & CIO of Alchemy Capital Management, offers insights on the upcoming Union Budget 2024. Hiren believes that the budget's construct, which includes Capex, infrastructure spending, a focus on manufacturing, the Make in India initiative, and defence production in India, may continue. They also discuss sectors that may perform well from a long-term perspective, with Hiren expressing bullishness about the cyclical sector, which he considers a long-term trend.
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