FOCUS after this budget would be Shifted to consumption shares more than infra shares Cars- M&M, Tatamotors Bikes- Bajaj Auto, Tvs motors, Hero Consumer durables- Havells, Voltas, Blue star Clothing Brands- Arvind, Trent etc FMCG- Britannia, Dabur etc Jewelley brands- Kalyan, Titan etc. Banks- Icici, Hdfc, Sbin etc These would be the key shares to focus on after this budget Just a View, consult your financial advisor before taking any financial decision