Tactical move! Stock market investors need a marked strategy shift in post-Budget play
The Union Budget 2025 shifts focus to consumption, benefiting sectors like FMCG, auto, and real estate. Personal income tax cuts offer Rs 1 lakh crore stimulus, driving economic growth. The capex allocation remains moderate, signaling a slowdown in infrastructure investment. Investors are advised to focus on consumer stocks and avoid capex-heavy sectors for long-term gains.
Consumption over capex. How the Budget impacts stock market investors
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 […]
Budget 2025: Triveni of fiscal discipline, capital expenditure, and consumption growth with a holy ‘dip-regulation’
The Union Budget 2025 focuses on fiscal discipline, capital expenditure, and consumption to drive long-term growth. Key measures include tax incentives for the middle class, a INR 1.5 lakh crore interest-free loan for states, and infrastructure reforms. Emphasis on deregulation and business-friendly policies aims to foster a conducive environment for economic expansion.
Nifty 50 poised for further gains post-budget, key support levels hold strong: Sudeep Shah of SBI Securities
Nifty closed at 23,482, snapping a four-day winning streak post-Union Budget 2025-26. The budget emphasized middle-class tax relief and fiscal consolidation. Key support for Nifty lies at 23,250-23,200, with resistance at 23,650. Sectors like FMCG, Auto, and Private Banks are poised for growth. FIIs continue to exit, but historical trends suggest a potential rebound.
Bitter sweet budget for debt capital markets: All eyes now on Mint Street
Mutual funds: The Budget 2025 focuses on governance, fiscal consolidation, and boosting consumption through tax cuts. Lower reliance on small savings and increased market borrowings may impact bond yields. RBI’s liquidity measures and policy decisions will be key market drivers. The yield curve may steepen, with SDL borrowings affecting spreads in the near future.
Gold, silver, Bitcoin may crash as Trump tariffs loom, warns Rich Dad, Poor Dad author Robert Kiyosaki
Robert Kiyosaki predicts a market crash due to Trump’s new tariffs on Mexico, Canada, and China, seeing it as a buying opportunity for gold, silver, and Bitcoin. While his track record on crash predictions is mixed, he continues to emphasize debt concerns and the resilience of tangible and digital assets amid economic volatility.
Top trends expected in the Indian IPO landscape in 2025
India led global IPOs in 2024, driven by strong economic fundamentals and retail investor participation. In 2025–26, domestic investors, sponsor-backed firms, MNC listings, and profitability-focused startups will shape the IPO landscape. Regulatory scrutiny will rise, pricing windows will shorten, and volatility may impact execution. Strategic planning will be key for successful IPOs.
Budget 2025: PSU stocks tumble up to 9% on Budget Day, marking the sharpest decline since 2020
PSU stocks dropped over 9% on Budget Day, with the BSE PSU index falling 2.7%. Investors were disappointed by a lower-than-expected capital expenditure allocation of Rs 11.2 lakh crore. Key sectors like defense, railway, and power saw declines, with defense PSUs and railway stocks losing up to 4%. The budget’s flat allocations led to investor […]
Q3 results this week: SBI, ITC, LIC among 748 companies to announce earnings
This week, 748 companies will announce quarterly earnings, with key results expected from Asian Paints, Titan, Airtel, SBI, M&M, ITC, and LIC. Sector highlights include Power Grid, Divi’s Labs, Tata Power, and Bharti Airtel, among others. Notable earnings announcements span from February 3 to February 8, indicating a busy week for the markets.
ICICI Direct Analysis: How Sensex stocks stand to benefit from Budget 2025
The government initiatives, including a maritime development fund, MSMe reclassification, and a capex allocation, aim to boost manufacturing and credit demand. Companies like Adani Ports, Axis Bank, and Bajaj Finance are expecting indirect long-term benefits due to these measures.