Rahul Arora: Budget to boost market; BSFI, Auto, EMS are top growth picks

• Market expert Rahul Arora highlights market concerns including FII absence, mid-smallcap underperformance, rupee pressure, and US trade deal issues.
• Market expectations are set to rise closer to the budget, with potential for new highs if the budget meets expectations.
• Rahul Arora considers the BSFI sector most reliable, citing 12-12.30% credit growth, strong bank ROEs (14-16%), improved NIMs, and reduced NPAs.
• Auto, Insurance, and Housing Finance are also promising sectors, with large players expected to grow 13-15% and mid-caps 15-25%.
• In the EMS space, Dixon Technologies (buy on dips) and Amber Ent (benefiting from PLI scheme) are recommended.

Why It Matters: Expert's market analysis and stock picks offer crucial investment guidance.