All BUDGET EXPECTATIONS
CEO - Wholesale Capital Markets
Edelweiss Financial Services
High expectations are already built-in & and some of those have already been laid out by. So unlikely that mkt would resume a new post-Budget rally given the kind of base we are sitting at
Head-Institutional Research-Economist & Strategist
Emkay Global Financial Services
Ahead of the Budget session there has been certain amount disquiet with respect to the land acquisition ordinance that the government had brought in earlier
The trend for the market will come tomorrow post the Railway Budget and largely on Saturday, post the Union Budget.
Would stay away from trading during the Budget speech since the market becomes very volatile during that period.
Chief Portfolio Strategist
Wells Fargo Funds Management
The ideal Budget would be one in which the govt hits the deficit target of around 3.6 percent and where it shows a real emphasis on trying to improve the infrastructure
FM must focus is reducing corporate tax rates or remove surcharges and also to increase the slabs in personal income tax rates.
Marc Faber Ltd
I am sure that Narendra Modi would go at a much faster pace and implement further reforms if he could.
Cox & Kings
Lending to hotel projects should be under the "infrastructure Lending List" due to which hotels will be able to access lower interest rate loans and longer tenor loans.
We do not want a populist Budget. We need to move away from the subsidy regime of the prior administration. We are looking for though is a more growth orientated Budget.
Head of Markets Strategy
National Australia Bank
We have seen some liberalisation, some opening up over the course of last 18-24 months. As long as there is nothing to interrupt that trend or any immediate negative surprises, then investors would be very relaxed.
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