The Union Budget for FY26 emphasizes fiscal consolidation with a projected deficit reduction. While tax cuts may enhance consumer spending, InCred remains cautious about broader market trends and prefers large-cap stocks, while noting potential underperformance in infrastructure investments.
2 min read4 Feb 2025Emkay Global predicts the Nifty index will reach 25,000 by December 2025, driven by fiscal stimulus and a shift towards Consumer Discretionary sectors. The brokerage has adjusted its portfolio to increase exposure to these sectors while reducing energy holdings.
3 min read4 Feb 2025For FY26, HDFC Securities anticipates a shift to volume-led growth in Indian markets, highlighting sectors like BFSI and industrials. The Nifty 50 index shows modest upside potential, emphasizing selective investments in large-cap stocks amid cautious earnings expectations.
2 min read23 Dec 2024B&K’s report highlights a mixed outlook for India’s market, with weak domestic demand and exports facing challenges. However, the firm sees potential in improved corporate health and favorable conditions, anticipating stronger market performance and earnings growth later in the year.
3 min read5 Sep 2024Union Budget 2024 ensures policy continuity and fiscal stability with a focus on capital expenditure. Emkay views minor tax adjustments positively. Capital market impact is minimal. Emkay maintains caution on market valuations, preferring FMCG, IT, and Durables.
3 min read25 Jul 2024Axis recommends constructing a diversified portfolio spanning multiple asset classes to safeguard against market volatility. The brokerage is overweight on equities, neutral on fixed-income assets and gold. Market dynamics will pivot around prevailing narratives, influencing investment decisions.
4 min read17 Jun 2024Indian markets recover over 4% in June post-election drop, SAMCO sees limited Nifty upside due to high valuations. Positive outlook on Durables, Materials, FMCG, and Tech sectors. SMID picks include Jubilant FoodWorks, Honasa Consumer, Suprajit Engineering, Metropolis Healthcare, and Senco Gold.
6 min read15 Jun 2024Chris Wood of Jefferies has introduced the Infrastructure theme in the portfolio with a 4 percent weightage. To accommodate the new inclusion, he has reduced weights in ICICI Bank and HDFC Bank by 1 percentage point each and Axis Bank by 2 percentage points.
2 min read14 Jun 2024BJP faces setbacks in UP, Maharashtra, and West Bengal, impacting reforms. Global election watch includes US FED’s stance. Brokerage expects PSU, Capital Goods, Infra’s re-rating paused until policy clarity.
2 min read5 Jun 2024Ahead of the March quarter earnings (Q4FY24), brokerage house Motilal Oswal has made some key changes to its portfolio. Let’s take a look.
5 min read12 Apr 2024The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared
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