Budget Interviews News

Prashanth Tapse, Senior VP of Research at Mehta Equities, recommends stocks including Hindustan Unilever, Mahindra, and IndiGo. The Budget favours consumption-driven sectors, enhancing the middle class's spending power, which could boost economic growth.

Union Budget 2025: Apurva Sheth of SAMCO Securities discusses Nifty 50 trends ahead of the Budget 2025, favoring sectors like Pharma and large-caps. He notes potential fiscal deficit challenges and anticipates a positive market response post-budget amidst geopolitical changes following Trump 2.0.

Budget 2025 expectations: Ram Medury anticipates Budget 2025 will focus on income tax concessions and increased capital expenditure, particularly in infrastructure. Areas such as agriculture, healthcare, and defence may also see emphasis.

Budget 2025 expectations: Gautam Sewani of LGT Wealth India anticipates that Budget 2025 will emphasize fiscal prudence, targeting a fiscal deficit of 4.5-4.6% of GDP. This could enhance stock market sentiment.

In Budget 2025, the government may aim for fiscal prudence to stimulate economic growth, said Manish Chowdhury of StoxBox. Tax reforms and rationalised tax rates may provide taxpayer relief, boost consumption, and enhance demand.

Expert view: Pranav Haridasan of Axis Securities anticipates Budget 2025 will focus on growth while maintaining fiscal discipline. He predicts infrastructure spending, limited capital expenditure, and potential changes in taxation.

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.

Expert view on markets: Rahul Bhuskute, CIO at Bharti AXA Life Insurance, anticipates limited fiscal space for income tax relief in Budget 2025. He emphasises the need to focus on capex and macro stability amid slowing consumption and growth .

Expert View: Narinder Wadhwa, MD & CEO of SKI Capital, believes pro-growth policies in Budget 2025 could stabilize the market sentiment. He believes infra and capital goods present good buying opportunities for investors.

Expert view on markets: Anil Rego believes a significant correction in the Indian stock market post-Budget 2025 is unlikely. The market shows resilience backed by strong investor participation and improving fundamentals.