On midcaps, the brokerage said it would continue to maintain a moderate overweight position as several structural themes are emerging, which it believes should offer better alpha-generation opportunities relative to their large-cap peers.
https://m.economictimes.com/markets/stocks/news/credit-suisse-sees-roe-growth-in-38-nifty-firms-bets-on-these-stocks/articleshow/88451081.cms?utm_source=newsletter&utm_medium=email&utm_campaign=Marketnewsletter&utm_content=story1&ncode=1577440a7e118f517b5d57d1e15554b13bb423f2de72eb2a116d8a0f13e7e60402bec8711b3d9384ac3a0842da797dec85ac7fb93c3634719ddfd6ab10ec3f9ac57da8756ec2dd89753c0d87dc9c6ecb

Research firm CNI Global expects GST collection to be higher by 233%, direct taxes by 126% and fiscal deficit to fall by 66%

https://www.thehindubusinessline.com/economy/budget-math-how-modi-govt-will-beat-revenue-collections-fiscal-deficit-by-a-wide-margin-this-year/article38054262.ece/amp/