Budget stocks to buy: Nirmala Sitharaman's Triveni Sangam throws up over 50 ideas

The Union Budget balances tax relief, fiscal discipline, and capex allocation, creating new growth opportunities, particularly in consumption stocks. Brokerages highlight a shift towards immediate economic gains, with a focus on boosting consumption and agriculture. HDFC Securities notes that stimulating consumption now could drive private and public capex revival in the medium to long term.