MY VIEW
Finance Ministers speech hinted that budget will concentrate on reviving of growth.He also specifically mentioned Infra structure sector will have priority and as labour reforms are expected consumption will pick up. so infra scrips and manufacturing scrips will be good for investments.As may contracts expires tomorrow we may not see a big reaction today or tomorrow for FMs speech. However in June contract I expect market to move up to 5000 levels.
Japan's exports is increasing for second month that is good for global market. Japan's export is largely depend on US which means that US's import as increased. so consumption in US will soon get stabilised which is good for world. These are good signs for our market.
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