Budget Boost For Consumers | Vinit Bolinjkar’s Top Picks: ITC Hotels, Lemon Tree & Aditya Vision

Vinit Bolinjkar, Head of Research at Ventura Securities, analyses the impact of the ₹1,00,000 crore budget bonanza. He expects a split between savings and spending, with consumer durables and experiences benefiting. Hotel stocks, particularly ITC Hotels and Lemon Tree, look attractive, with ITC Hotels trading at a discount to Indian Hotels. In consumer durables, Aditya Vision, a Bihar-based distributor, stands out as a strong pick. Additionally, improved bank deposits may boost credit growth, further driving economic activity.