The biggest beneficiaries would be the infrastructure segment, capital goods, real estate, railways, power, fintech, agriculture, defence and banks, say experts. One of them said the Budget will be negative for the entire PSU and PSU bank space since there were no major announcements on divestments.

Macro headwinds could pose a risk; Kotak Sec picks 10 stocks that may return up to 80%

To ride the momentum which is on an upside, the brokerage house recommends investors to add companies which are exhibiting improvement in earnings and showcasing strong volume growth.

Bull's Eye: Buy Dabur India, Bharat Forge, Shriram EPC, Tata Power, Can Fin Home

Ruchit Jain of Angel Broking advises buying Bharat Forge with a target of Rs 750.

Top 7 stocks which could grow from small & midcap stock to largecaps: Porinju

Investors who are just focused on Nifty and Sensex might miss a big opportunity which is there in the small and midcap space, says Veliyath who is MD, Equity Intelligence India.

Buy Allcargo Logistics, says Sudip Bandopadhyay

Sudip Bandopadhyay of Inditrade Capital is of the view that one may buy Allcargo Logistics.

Top 8 stocks which can give up to 36% return post September quarter earnings

Motilal Oswal has maintained a buy on State Bank of India with an upside potential of 25 percent while it feels that Tata Motors with its strong JLR numbers can give 36 percent return.

Here are SP Tulsian's top trading ideas

In an interview to CNBC-TV18's Anuj Singhal and Surabhi Upadhyay, SP Tulsian shared his views on the fundamentals of the market and specific stocks.

It is time to bet on theme ‘Bharat’; 15 stocks which are linked to economy

A vibrant economy and stable currency will make it hard for foreign investors to ignore the theme.

Buy Kotak Mahindra Bank, Allcargo Logistics, Tata Motors, HUL: Sudarshan Sukhani

Sudarshan Sukhani of s2analytics.com recommends buying Kotak Mahindra Bank, Allcargo Logistics, Tata Motors and Hindustan Unilever.

Buy Lupin, VRL Logistics, Allcargo Logistics: Sudip Bandopadhyay

Sudip Bandopadhyay, Market Expert recommends buying Lupin, VRL Logistics and Allcargo Logistics at the current level.

Buy Asian Paints on all dips; Aurobindo Pharma may test Rs 850: Ashwani Gujral

According to Ashwani Gujral of ashwanigujral.com, one can buy Asian Paints on all dips while he feels that Aurobindo Pharma may test Rs 850.

Bull's Eye: Buy Reliance Infra, Nalco, Exide, Arvind, Tata Chem

Shahina Mukadam, Independent Market Expert is of the view that one may buy Dishman Pharma with a target of Rs 245.

Sell Idea Cellular; United Spirits may test Rs 2089: Rajat Bose

Rajat Bose of rajatkbose.com is of the view that one may sell Idea Cellular while United Spirits may test Rs 2089.

Bull's Eye: Sell Dish TV, IRB Infra, Wockhardt; buy M&M, DHFL

Shahina Mukadam, Independent Market Expert suggests buying Lovable Lingerie with a target of Rs 298.

Buy Eicher Motors at around Rs 25150: Mitesh Thacker

Mitesh Thacker of miteshthacker.com is of the view that one can buy Eicher Motors at around Rs 25150.

Buy Yes Bank, Apollo Tyres, PNB; sell HDFC, ITC: Ashwani Gujral

Ashwani Gujral of ashwanigujral.com is of the view that one can buy Yes Bank, Apollo Tyres, PNB and pharma stocks and advises selling HDFC and ITC.

Here are a few stock ideas from Prakash Diwan

In an interview to CNBC-TV18, Prakash Diwan of prakashdiwan.in shared his readings and outlook on specific stocks and sector.

Hold Snowman Logistics: Rajat Bose

Rajat Bose of rajatkbose.com is of the view that one may hold Snowman Logistics.

Extremely bullish on Maruti, buy Eicher Motors: Bandopadhyay

Sudip Bandopadhyay, Market Expert is extremely bullish on Maruti Suzuki and feels that Eicher Motors can be bought at the current level.

Buy Bharti Airtel, Maruti Suzuki, HCL Tech: Sudarshan Sukhani

Sudarshan Sukhani of s2analytics.com recommends buying Bharti Airtel, Maruti Suzuki and HCL Tech.

Tulsian upbeat on pharma, logistics cos; negative on telecom

SP Tulsian, sptulsian.com in an interview to CNBC-TV18 while sharing his views why 8K Miles does not warrant a buy at current levels and why he is bullish on the pharma space.

Bull's Eye: Buy Bajaj Auto, Dabur, Exide; sell Tech Mahindra

Shahina Mukadam, Independent Market Expert is of the view that one may buy Allcargo Global with a target of Rs 180.

Tata Motors, Hexaware, Jubilant Life top picks: R Sreesankar

R Sreesankar of Prabhudas Lilladher is of the view that Tata Motors, Hexaware Technologies, Jubilant Life Sciences, Capital First, Sadbhav Engineering, Alcargo Logistics, JK Lakshmi Cement, Spicejet, NIIT Technologies and Navneet Education are the top picks and likes Maruti Suzuki.

Buy GATI; short Jubilant Foodworks: Rajat Bose

Rajat Bose of rajatkbose.com recommends buying GATI and advises shorting Jubilant Foodworks.

Buy Tata Motors at around Rs 430, advises Ashwani Gujral

According to Ashwani Gujral of ashwanigujral.com, one can buy Tata Motors at around Rs 430.