Govt's Shift From Infra To Consumption Logical But Not A Total Shift Away From Infra: S Naren

Budget With CNBC-TV18 | ‘Govt's shift towards consumption was logical, but it isn't a total shift away from infra’
S Naren discusses portfolio strategy after Budget 2025. Says ‘big returns in the market are unlikely’ in near term. Advises caution on small & midcaps as well as US tech stocks. Prefers exposure to large caps.
#unionbudget2025 #budget2025 #marketoutlook #sensex #nifty #stockmarketupdates #cnbctv18 #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday
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[@RVL977]

Good to see Mr.S. Naren.

[@mohanrgopal6097]

Naren analysis is balanced and sensible

[@parmindersinghbhamra1445]

Good discussion, positive perspective. Great 👍

[@tvikramsingh]

CNBC, please interview him more often

[@siddharth0401]

Buy gold

[@nirankartripathi]

Asset location

[@swapnil9047]

He always sounds a forever bear.difficult to follow his approach in real life

[@Kshatriya006]

LOL he is the best ! when it comes to managing others money, one has to be slow and steady

[@dhanu2k7]

Don't trust