Budget 2022 | The big themes for the next 1-2 years are infrastructure growth and cyclical recovery, as the budget has clarified. Also, FM has focused on Fintech instead of Banking, Electric Vehicles, and Edtech instead of Education which has brought back focus to the new-age innovative sectors.
from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-excellent-time-to-add6-sectors-to-diversified-portfolio10-20-allocation-for-long-term-sonam-srivastavawright-research_16014361.html
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