Budget 2025: Capex continuity, prudent spending & boost to consumption
The Union Budget reflects the government’s consistent focus over the past few years, with no major surprises in its fiscal framework.
These 3 focus areas emerge from Budget, but government deliberately did much less in capex, says Aniruddha Sarkar
Overall, it was a very well-balanced budget and addressed all the pain points in the economy.
Budget signals prioritisation of consumption in next couple of years, says Aashish Somaiyaa
A new income tax bill to be introduced next week which will reduce the tax code by 50% and make it simpler and easier for everyone to understand and implement is another welcome move.
Budget balances consumer spending boost with fiscal discipline, focus now shifts to RBI
This Budget has focused on reviving consumption while maintaining fiscal stability, crucial for enabling lower interest rates. A significant move is the tax relief for the middle class, which is expected to boost disposable income and consumer confidence.
Infrastructure thrust retained in Budget, strikes better balance between public and private capex
The successful implementation of the outlined initiatives in infrastructure and projects will be crucial in achieving the desired outcomes
Budget rightfully avoids temptation of extravagant populist measures and presents credible fiscal maths, says Navneet Munot
While short-term volatility could be par for the course due to the current global economic backdrop, the long-term direction rooted in policy prudence and support for growth could bolster Destination India’s credentials for foreign and domestic investors alike.
What Budget push means for sustainability, decarbonisation and net zero goals
India's Union Budget 2025 prioritises renewable energy, clean tech, and industrial decarbonisation, with investments in nuclear energy, green manufacturing, and grid modernisation. However, the absence of direct support for carbon markets limits progress towards a low-carbon economy.
Blockbuster Saturday: Power-Packed Budget 2025
This budget strengthens India’s commitment to energy security and clean energy growth by prioritising domestic manufacturing, backward integration, skilling, and research and development (R&D)
FM’s focus on Make in India and employment generation
Building on the manufacturing story, the government has prioritised the growth of MSMEs. The budget also signals a diversification of manufacturing focus.
Budget and Its Two Pillars: Private investment and middle class
Budget 2025 slows public expenditure growth, supports private investment, and introduces tax reforms, including higher exemptions. The focus is on boosting consumption, supporting MSMEs, promoting exports, and addressing farmers’ welfare, while maintaining fiscal prudence
Tax-to-GDP Ratio: Strategic economic blueprint to tax proposals
Tax proposals spanning rate changes, process simplification and the imminent introduction of a new income tax bill to overhaul the system set the stage for creating a robust fiscal base.
Budget 2025 strengthens IFSC’s role as a global financial hub
Budget 2025 introduces key measures for GIFT City IFSC, enhancing tax incentives, regulatory clarity, and competitiveness. These changes, including simplified rules for fund managers and exemptions for non-residents, aim to attract global investments and position India as a leading financial centre
Markets will recalibrate to the new growth trajectory over time
We will see greater faith in our government's ability to consolidate the fiscal path and global investors will change their India stance, if they see private capex revive
A perfect balancing act by Budget 2025 for growth with stability
While the budget has addressed many critical areas, concerns remain regarding employment generation. Although the government has mentioned initiatives to boost employment, the specifics are somewhat vague
What has Budget 2025 delivered? A counter-cyclical push to consumption
Anaemic consumer demand has been one of the major factors holding back animal spirits in the corporate sector
Union Budget 2025: start-up expectations and reality
The budget has managed to deliver a lot for start-ups but tax expectations still remain unmet.
Union Budget is batting for consumption-led growth and beyond
The budget has pencilled in a large dividend from the RBI in FY26 as well
It's over to the private sector for capex
The Budget has done its best to nudge the private sector capex by encouraging PPP models in some infra segments and revving up consumer demand
A budget to enable Viksit Bharat
Budget 2025-26 is a blueprint for the presence of India in the global high table in 2047. The direction of the Government is right
2025 Budget signals a shift in priorities
Clearly the intention is to shift to demand-led growth rather than continuing to boost the supply side by building infrastructure.
AIFs get clarity and parity on longstanding asks
Alternate Investment Funds were tied down by lack of clarity on tax treatment of their gains. The industry wanted regulatory clarity on their operations and parity with foreign investors. They got both.
The focus shifts from capex to consumption in Budget 2025
The Union Budget could further underline the churn away from capex driven stocks
Meets the Mark, But Misses the Magic: The Budget 2025 Big Picture
The Budget’s strategy is simple: maintain fiscal discipline, use tax cuts to boost consumption, and rely on incremental reforms to enhance competitiveness. It’s a cautious approach, but lacks ambition
Short-Term Volatility, Long-Term Uncertainty: Budget 2025's impact on markets
One big hope for the market is that the tax relief provided by the finance minister will help increase domestic investment.
For stock market traders, it’s business as usual after Budget 2025
Markets ultimately focus on core issues such as earnings, business prospects, the currency and inflation. Traders should continue to exercise caution
