Budget Impact on Stock Market

Social sector spending and welfare schemes in the Union Budget 2024 could boost rural consumption, while incentives to boost domestic production of essential commodities could cut raw material prices for FMCG companies.

Tweaks to capital gains tax could be a sentiment dampener: Experts

Radhika Gupta stressed the need for consistency in tax policy. "This constant flip-flop in tax policy, I don't think helps anyone," she said.

Market hopes for a repeat of 2021; all eyes on Modi stocks, LTCG, STT

Although the Economic Survey appeared to express bearish sentiments, there is general expectation that the budget will prop up the market this time around, given the government's thrust on the infrastructure and manufacturing sectors and impending tax reforms.

Budget 2024:Home Financiers advocate for enhanced PMAY scheme and housing loan subsidies

Investors hope for continued government support, with expectations of increased funding for the Pradhan Mantri Awas Yojana (PMAY) and additional subsidies for housing loan borrowers in Budget

Insurers hope tax reforms to enhance product affordability in Budget 2024

Budget 2024:Insurers are hopeful for tax rule adjustments to make their products more affordable and are also seeking amendments to the Insurance Act to support the government’s 'Insurance for All by 2047' initiative

How traders are positioned ahead of the Budget trading

Budget 2024-25: Explosive movements typically mark budget days, with the market making swift and decisive shifts in one direction or the other

Banking sector awaits privatisation and capex boost in Budget 2024

Banking stocks will grab limelight as industry hopes for privatisation, capex boost, and recapitalisation efforts from 2024 Budget

Government push for self-sufficiency and rising demand keeps market upbeat on Semiconductors

In December 2021, the government launched the India Semiconductor Mission, announcing an Rs 76,000-crore chip incentive scheme, offering a 50 percent subsidy on capital expenditure for plant setup.

Stock Radar: Cyient DLM, Jana SFB, Gensol Engineering, RailTel, Can Fin Homes in focus on Budget day

Zensar Technologies, Cigniti Technologies, Mangalore Refinery Petrochemicals, Greenlam Industries, Pondy Oxides and Chemicals, Oil India, and Tunwal E-Motors will also be in focus on Budget day.

Rural Consumption: Where are the gaps, asks Economic Survey 2023-24

The key takeaway from the Survey about rural consumption is that it is doing as well as it can and the main efforts should be focused on providing the masses with the right infrastructure, business opportunities, diversifying away from problem areas and encouraging more private investment in agriculture

Tackling Climate Change: The real issue lies in finding the money

The moot question that emerges from the Economic Survey 2023-24's assessment of India's fight against climate change is how soon and how effectively the government can address the challenges of reducing emissions

Union Budget 2024: A look at the potential market movers

Budget 2024-25: Investors should keep a hawk’s eye on Budget beneficiaries which have been lagging so far, because the next leg of the rally is likely to be driven by these sectors playing catch-up

Budget 2024: Increased welfare schemes, social spends to boost rural demand for FMCG cos

Analysts have pinned their hopes on the forthcoming budget to change the picture and act as a trigger to revive investor interest in the consumer staples and FMCG space.

Should traders be worried about the securities transaction tax in Union Budget 2024?

Budget 2024-25: Market participants are expecting a raise and for it to affect high-frequency traders the most

Sector Watch: Capital goods firms want capex continuity, focus on emerging sub-segments in Budget 2024

Market participants also expect the budget to indirectly benefit various sub-segments within the capital goods universe through allocations to infrastructure areas such as roads, railways, and defence while expecting announcements related to railway safety, new railway lines, and further investments in semiconductor manufacturing.

Govt should rationalise customs duty in Budget to boost domestic manufacturing: Indian Chamber of Commerce

Finance Minister Nirmala Sitharaman is scheduled to present the Union Budget for financial year 2024-25 on July 23.

CEO Survey: Are Indian markets overvalued?

According to the Moneycontrol survey, 55% of the CEOs find the current valuations moderately overvalued, 22% as stretched, 21% as fairly valued, and 3% as undervalued.

What can Union Budget 2024 deliver to excite markets further?

Budget 2024-25: Focus on capex, support to consumer sentiment, and addressing rural distress while maintaining fiscal balance are key areas to watch

How has Nifty historically performed on Budget day, and what's the best option strategy to deploy this time?

An analysis of past data shows that historically, Nifty has moved within a 4 percent range on Budget day.

Budget Snapshot: Centre can afford to not cut its FY25 borrowing target

Budget 2024-25: The bond market has enough investor appetite to absorb the borrowing target stated in the interim budget