Budget Market Pundits Interviews

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: 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.

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: 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: Devang Kabra of Wallfort PMS anticipates fiscal prudence in Budget 2025, hoping for no negative surprises. He emphasizes the need for balanced spending, tax simplification, and support for private capital expenditure.

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.

Expert view: Mohit Khanna anticipates the Union Budget 2025 will prioritize youth, women, the poor, and farmers, with increased spending on rural housing, irrigation, and employment-linked incentives.

Expert view: Deepak Ramaraju, Senior Fund Manager at Shriram AMC, believes a populist budget may strain the fiscal deficit and result in further rupee weakness. Higher disposable income may boost spending, while government support could enhance manufacturing and renewable energy.

Expert view: Priyanka Khandelwal of ICICI Prudential AMC believes rural India could benefit from Budget 2025 through skill development and welfare schemes.

Budget 2025: Atul Parakh, CEO of Bigul, anticipates mixed stock market trends in 2025 influenced by macroeconomic factors. He advises investors to focus on long-term strategies rather than short-term trades on Budget Day, highlighting sectors like infrastructure and agriculture as key opportunities.