Top Stocks to ADD After Budget Speech! | Trader’s Breakfast 2026

Date
02 Feb 2026
Author
Santosh Meena
Read
4 Mins
Top Stocks to ADD After Budget Speech! | Trader’s Breakfast 2026

Summary

  • Experts decoded post-Budget trends, highlighting sector winners and immediate market reaction.
  • Focus on select stocks to add, with disciplined portfolio rebalancing strategy.

Top Stocks to ADD After Budget Speech – Trader’s Breakfast

The Finance Minister has spoken, and the market is reacting. In this special Trader’s Breakfast episode, experts cut through the noise to highlight exactly which stocks investors should consider adding to their portfolios now.

Join Santosh Meena, Research Head at Swastika Investmart, and Aditya Agrawal, CFA, CIO at Avisa Wealth, for a focused discussion on the post-Budget market landscape and the opportunities emerging across sectors.

👉 What We Cover:

  • Immediate Market Reaction – How indices and key sectors are digesting the Budget announcements.
  • Sector Winners – Industries that received the biggest policy boost.
  • Top Stock Picks – Specific ideas to add to your watchlist today.
  • Portfolio Strategy – How to rebalance and position for the coming financial year.

The session emphasizes a disciplined, research-driven approach rather than emotional trading. Experts explain how to identify quality stocks, manage risk, and align portfolios with the new Budget themes.

Watch the full Trader’s Breakfast video below to catch the detailed discussion and the top post-Budget stock ideas.

OUR EXPERT VIEWS

Budget has set a clear direction capital goods, consumption, and financials stand out; investors should accumulate quality stocks on dips with strict risk management and earnings visibility.

Why Trader’s Breakfast by Swastika Investmart Matters

Swastika Investmart is a SEBI-registered brokerage known for its strong research capabilities, tech-enabled trading platforms, and continuous investor education initiatives. Sessions like Trader’s Breakfast reflect its commitment to delivering practical, research-backed market insights that traders can rely on.

If you want access to expert research, real-time tools, and reliable customer support, start your trading journey with Swastika Investmart today.

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