Budget Expectations News

Jewellery stocks surged on February 1 as Kalyan Jewellers, PC Jeweller, and Rajesh Exports gained ahead of the Union Budget speech. Demand for jewellery has increased due to a gold import duty cut in 2024, with expectations for policy continuity to further boost consumer interest.

Ahead of Budget 2025, expectations for growth-focused measures, tax concessions, and infrastructure spending are high to stimulate the economy and investor confidence amidst recent market declines.

Budget 2025 expectations: Market experts suggest that India's FY25 budget is expected to lay the groundwork for positioning the country as a strong contender against China in global supply chains

India is set to meet its 4.5% fiscal deficit target by 2026, balancing economic growth and fiscal prudence, said BofA. The upcoming budget may boost capital expenditure to reignite private sector growth while maintaining a stable revenue outlook and achieving medium-term fiscal objectives.

The Union Budget significantly influences the Indian stock market, often causing volatility. Investors are advised to maintain diversified portfolios and hold cash for post-budget opportunities, as analysts expect a focus on fiscal prudence and measures to revive the economy.

The Union budget, scheduled to be unveiled on 1 February, is expected to stimulate economic growth amid ongoing challenges. Potential tax adjustments and the outlook for capital expenditure will be among the key aspects that investors will monitor.

Budget 2025: Here are key expectations by Green Energy companies. Waree Renewable Technology while saw its share price rise 13% ahead of the Budget, Dilip Panjwani, CFO of Waree Renewable has given 3 Expectations from Budget

Expert View: Vaibhav Porwal, Co-founder of Dezerv, believes Budget 2025 to be a singular event for the stock market amid volatility. He suggests investors must focus on value-oriented stocks and avoid knee-jerk reactions.