It expects corporate earnings to remain strong over the long run, supported by a robust growth backdrop, with policy interest rates likely settling around 5%, down from the current 6.5%. Paul said consumption-related sectors, IT services, real estate and select industrials will benefit from the government incentives to boost onshore manufacturing.
ETMarkets Smart Talk: Budget 2025 could drive India’s $5 trillion economy ambition, says Amisha Vora
A growth-focused budget that stimulates spending and addresses fiscal priorities could drive market sentiment and set the stage for FY26 growth.
January 31, 2025