Budget 2024 News

Railways, defence, infra, agriculture stocks: Four big sectors to be tracked during FM Sitharaman's Budget 2025 speech

The promise of a revival in economic growth could lure back foreign portfolio investors FPI, who have left the Indian markets in droves recently

What to expect from Budget 2025's special trading session as Nifty 50 braces for volatility?

Budget day trading is marked by sharp volatility, with Nifty 50 historically swinging 2.4 percent intraday on average.

Mutual funds observing non-business day on Feb 1, orders placed today will get Monday's NAV

Exchange-Traded Funds (ETFs) on the other hand, will be open for business, as stock markets are open.

Daily Voice: Private capital expenditure expected to be key focus area in Budget 2025, says this investment advisor

The government is most likely to focus on both consumption boost as well as economic expansion in the union budget, says Narinder Wadhwa.

Income tax expectations: Will Budget 2025 raise the basic exemption limit, standard deduction under the new regime?

Finance Minister Nirmala Sitharaman may not scrap the old tax regime, but tax sops, if any, are likely to be announced only under the new tax regime.

Union Budget 2025 Highlights: Old tax regime still available but we expect all to shift to new regime, says FinMin

Union Budget 2025 Highlights: Finance Secretary says 75% taxpayers have moved to the new Income Tax regime. "We expect all taxpayers to move to the new tax regime," he added.

Stocks to Watch on Budget day: Tata Power, ONGC, Waaree Energies, Sun Pharma, IndusInd Bank, Vishal Mega Mart, Poonawalla Fincorp in focus on 1 February

Stocks To Watch, Feb 1: Stocks like Bandhan Bank, LIC Housing Finance, IRB Infrastructure Developers, Nuvama Wealth Management, Mahindra Lifespace Developers, Aster DM Healthcare, Sheela Foam, Triveni Turbine, Relaxo Footwears, Karnataka Bank, Godrej Agrovet, Hero MotoCorp, Aurobindo Pharma, and UPL will be in focus on February 1, Budget day.

Trade Spotlight: How should you trade these 8 Budget-sensitive stocks on February 1?

The market is expected to take a cue from the budget for further direction, while volatility may remain on the higher side. Below are some trading ideas for the near term.

Trading Strategy for Budget day: Will Nifty outperform Bank Nifty?

According to experts, wild swings can’t be ruled out on such a big event (Budget) day, and hence they suggest a few F&O strategies to make the trade profitable.

Govt to focus on accelerating growth, generating employment, food security in Budget 2025

Budget 2025: The government should frontload capex, particularly in roads and railways, and implement measures to support MSMEs and employment-linked incentives.

Budget 2025: Govt should accelerate divestment policy to unlock value from stake in listed CPSEs

Budget 2025: Despite having an ambitious divestment target of Rs 50,000 crore for FY25, only 18% has been achieved till November 2024. For FY26, a conservative estimate of Rs 40,000 crore billion can be set.

Union Budget 2025 likely to focus on these 4 areas with fiscal prudence taking centrestage

All-in-all, in the upcoming Union Budget 2025-26, the government will continue its dual focus on fiscal consolidation and infrastructure push through capex in FY26 as well.

Tax cuts in the budget may have limited impact on consumption stocks, says Helios Capital’s Samir Arora

On the overall markets, Arora says that the market has faced a challenging start to the year. " It has been tough because the companies doing badly have been penalized much more than you would normally expect," Arora noted.

India’s 6.3-6.8% GDP growth estimate for FY26 not a slowdown, says CEA

India’s current growth rate is reflective of these external conditions rather than a domestic economic slowdown.

Trade setup for Budget Day: Top 15 things to know before the opening bell

If the Nifty 50 continues its upward journey, the immediate hurdle zone on the higher side lies between 23,620 and 23,680 (200-day EMA, 50-day EMA), followed by 23,800-23,900 (trendline resistance and 100-day EMA) as the next resistance, experts said.

Union Budget 2025: Hospitality and tourism sector seeks tax relief, sustainability boost

Another pressing demand is the simplification of licensing and approval processes. FHRAI is advocating for a single-window clearance system across state and central levels to cut through bureaucratic red tape.

India must protect its coasts as climate finance dwindles: Eco Survey 2025

The country's densely populated coasts and dotted with islands, make adaptation urgent in the face of threats like high tide flooding, storms and a rise in sea levels

'Fiscal consolidation and stability in tax regime': Prashant Jain on expectations from Budget 2025

"I wish the government continues on the path of fiscal consolidation," Jain said adding that it is critical to macro stability in India.

Rigid growth rate not necessary for Viksit Bharat by 2047: CEA

'Global real economic activity has been declining. There is a slowdown. However, India remains the fastest-growing among large economies of the world, Nageswaran stated

Budget 2025: Five measures that could trigger a post-Budget rally

The economic growth and corporate earnings are under duress, and experts believe positive triggers around corporate tax, wider scope of PLI schemes, or further infrastructure push could lift the market sentiment.

Economic Survey: Strategizing for growth amidst global headwinds

The Survey highlights the constraints that India will face in its endeavour to increase its share of manufacturing in its domestic GDP as well as in global manufacturing. Also, there is a clear global tendency to become inward looking. Under such circumstances, India has to carefully calibrate its own path.

What found mention and what didn’t in Economic Survey 2025 and cues for Budget 2025

Fiscal consolidation, which was a prominent theme in last year’s survey, only had a single mention in this survey, a detailed discussion on tariffs was also conspicuously absent

Budget 2025 wish list: Increase senior citizens' basic exemption limit to Rs 10 lakh, provide relief on health premium deduction

Deduction on health insurance premiums paid by senior citizens or their children on their behalf should be raised from Rs 50,000 to Rs 1 lakh, say industry-watchers.

Budget 2025 wish list: What the middle-class tax-payers expect from FM Nirmala Sitharaman on Feb 1

Income tax payers have a list of demands, including a 30 percent tax slab applicable only to those earning above Rs 20 lakh, the incorporation of Section 80C and housing benefits into the new tax regime, and a special deduction for expenses related to upskilling and professional development programs.