I'm looking for ideas of companies or sectors that may benefit from the budget. Some ideas I had
Biotech - with the prospect of a multi-billion dollar medical resource fund there could be benefit for current biotechs who could access further funding for their research and business - ADO, OBJ, AHZ, PRR, BLT are some that come to mind.
Infrastructure - looks like big money going into to roads, bridges and various infrastructure projects - GCS, SWL, LEI, WTP are some that may benefit.
