The Union Budget 2025 focuses on tax breaks for the middle class, boosting consumption, and a modest rise in capex. While capex impacts rail, defence, and infrastructure sectors, sectors like consumer durables, auto, jewellery, and e-commerce benefit. Market experts foresee Nifty EPS growth and recommend investing in sectors like auto, FMCG, healthcare, renewables, and select banks.
India’s weight in global emerging-market ETFs rises again
India’s weight in major global emerging-market ETFs has begun to recover recently. This rise follows a steady decline over the past year, showing improved performance.
August 25, 2026