Nilesh Shah, MD & CEO of Envision Capital, highlights the budget’s focus on consumption with tax cuts raising exemption limits. This measure is expected to boost the middle class and lower the fiscal deficit, indirectly enhancing capital expenditure by reducing the cost of capital and fostering investment.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary
June 13, 2025