Many market experts are of the view that the STT may be reduced but not removed completely in this Budget as the reimposition of it will be tough.
Bharatmala Pariyojana which was announced by FM in last budget is expected to get more funds in this budget for highways as government's target for Phase I is to be completed by 2022.
Any disappointment should see profit booking in Nifty where we do not foresee the market to trade below 11,600
Watch the video to find out what Finance Minister Nirmala Sitharaman would focus on when she announces the Budget on February 1.
Online players in the entertainment space also expect the government to boost the digital ecosystem to get rural India placed on the digital map.
Congress spokesperson Gourav Vallabh said the increase in the rate of per capita debt (10.3 percent) is twice as compared to the rate of per capita GDP (5.3 percent) in CAGR terms.
Even though the scope for any massive tax reform this year is limited given the strained fiscal situation, it is likely that the income tax threshold would be hiked from the annual Rs 2.5 lakh to increase the purchasing power of citizens.
Fintech, which has so far played a minimal role in consumer saving products, could be an enabler in this space, spurred on by policy initiatives.
Over the last few years, as the NHAI has significantly scaled up the pace of highway infrastructure development, ICRA expects the allocation to increase by at least 40%
The Budget should review policies to benefit all stakeholders associated with rental housing and the framework must simplify the existing rental structures to promote overall growth.
The government has been putting efforts towards clean energy and electric vehicle is one of their main projects, experts point out.
Rolling out new schemes without laying down how these would be funded and without elaborating on how they would be executed will not go down well with markets.
NPS for the government sector was increased from 12 percent to 14 percent last year - a similar increase is expected for the private sector as well.
A boost in rural productivity could create a multiplier effect in consumption as rural growth has de-grown urban growth in the past fiscal.
The policy, which also aimed at reducing high transaction cost of traders, may proposed setting up of a central portal, which will provide end-to-end logistics solutions to companies.
Sitharaman will place the budget proposals on Saturday and all eyes are set on the government, which is likely to announce measures to revive the economic growth that may slide to a decadal low of 5 per cent for FY20.
Each of these factors is equally important and this may be considered as our key philosophy for the selection of stocks. The philosophy helps to make rational decisions and keep us on track.
The cut in personal income tax is quite likely as the government may want to increase purchasing power of and consumption by individuals, to boost demand in the economy
Most analysts on D-Street expect the government to continue with its policy push to revive economic growth and demand by focusing on boosting disposable income.
There is the expectation that the Finance minister may relax the personal income tax slab rates.
The government has the option to look at income tax slabs suggested in the draft direct tax code when it was released for public discussion.
In this special edition of expectations from Budget 2020, Moneycontrol's Prince Thomas talks to entrepreneur Ronnie Screwvala to find what he hopes the government should announce on February 1.
The budget may spell out steps regarding the implementation of the next phase of Direct Benefit Transfer and integration with various schemes like Soil Health Card scheme
The move could hit smartphone manufacturers that still import chargers or other components such as vibrator motors and ringers, along with retailers such as giant IKEA that is in the process of expanding its footprint in India.
Investors can look at high dividend-yielding stocks such as ONGC, Hindustan Zinc, Vedanta which might pick up the pace if there is some relief on the personal tax front.