Budget Market Sector Expectations

Budget 2026: Morgan Stanley expects the government to target the fiscal deficit at 4.2% of GDP in FY27 as compared with the target of 4.4% of GDP in FY26. This will likely be the shallowest pace of consolidation since FY23.

Budget 2026: Morgan Stanley expects India's fiscal consolidation to continue in FY27, albeit at a slower pace, with the central government likely to peg the fiscal deficit at 4.2% of GDP, compared with a targeted 4.4% in FY26. This would mark the shallowest pace of consolidation since FY23.

Budget 2025: D-Street experts suggest investors should follow a conservative approach to trading and focus on fundamental stocks/sectors that align with government policies.

Budget 2025: Benchmark indices Sensex and Nifty 50 rose over 1% following the Economic Survey 2024-25, projecting India's GDP growth at 6.3-6.8% for 2025-26. Analysts anticipate the FY25 budget will enhance India's global competitiveness, focusing on fiscal stability and growth strategies.

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.

Ajay Menon, MD & CEO of Wealth Management, Motilal Oswal Financial Services, indicates that upcoming events, including the Union Budget 2025, will influence market sentiment. He notes a cautious outlook for the Indian stock market due to subdued earnings and FII selling.

Budget 2025: As Nifty 50 declines ahead of Union Budget 2025, analysts warn investors to be cautious. Expected reforms aim to bolster fiscal responsibility and economic growth, with particular attention on infrastructure and green growth initiatives to strengthen India's global competitiveness.

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: The Union Budget for FY25-26 will be unveiled on February 1. Economic challenges have slowed earnings, with the Nifty 50 facing a significant decline. Experts suggest cautious accumulation in the market while observing key sectors and support levels ahead of the budget announcement.

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.