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Jan 27, 2023 09:42 AM ISTFiscal consolidation, policy reforms and higher capital expenditure to support growth are likely to be high on the finance minister’s agenda, says the Chief Investment Officer-Equities.
Jan 26, 2023 09:59 AM IST Fiscal consolidation, policy reforms and higher capital expenditure to support growth are likely to be high on the finance minister’s agenda, says the Chief Investment Officer-Equities.
Jan 25, 2023 09:38 AM IST The government may increase allocations for capital expenditure, production-linked incentive schemes and MNGREGA while providing tax relief to the middle class, says Gaurav Dua of Sharekhan by BNP Paribas.
Jan 24, 2023 09:24 AM IST Budget 2023 Expectations: Achieving the balance between fiscal prudence and supporting long-term growth and investments in the economy should be the priority of the Finance Minister, said Tejas.
Jan 23, 2023 09:25 AM IST Budget 2023: Since salaried employees are an important source of revenue and this is the last budget before elections, the finance minister may provide relief to the middle-class, feels Anil Rego of Right Horizons.
Jan 22, 2023 10:05 AM IST Indian manufacturing exports are likely to grow at a fast pace over the next 3-5 years and beyond.
Jan 21, 2023 10:54 AM IST Research & Ranking’s Chief Investment Officer Jaspreet Singh Arora expects the Union Budget to announce measures to boost rural demand and thinks road, rail and defence sectors will benefit from the government's spending push
Jan 20, 2023 09:24 AM IST Indian markets will continue to outperform the global market going forward. Therefore, this is the ideal time to act aggressively rather than waiting for a correction.
Jan 19, 2023 08:10 AM IST "The impact of the budget has weakened over the years. There may be some short-term effects from CGT changes, but we do not expect any significant change in the trajectory of the markets after the budget," said Seshadri Sen of Alchemy Capital Management,
Jan 18, 2023 09:17 AM IST Investors will have to build a case for another year of modest returns and take advantage of days with high volatility to build a long-term portfolio.
Jan 17, 2023 08:08 AM IST The Union Budget FY24 is likely to be on similar lines like the previous budgets of this government where there will be a focus on capital expenditure. The market will also expect the government to provide clarity on the fiscal consolidation path.
Jan 16, 2023 12:03 PM IST For the Mutual Fund house, fiscal consolidation is an important theme for Budget 2023. It, however, expects limited change in direct taxes in the Union Budget.
Jan 15, 2023 10:49 AM IST Budget 2023 is likely to focus on capital expenditure as a growth driver and give an impetus to manufacturing while continuing with the post-pandemic fiscal consolidation.
Jan 14, 2023 11:36 AM IST "We expect this to be a regular pre-election budget where the focus will be on manufacturing and spending for the masses. The capex and growth narrative underlined in the previous budget will roll over the ink towards this budget," said Divam Sharma of Green Portfolio
Jan 13, 2023 10:56 AM IST Clearly, the focus for budget 2023 will be to stimulate and give the economy a push, considering what we have been through since the last budget in 2022.
Jan 12, 2023 09:28 AM IST Being the last major budget before the central elections in 2024, the Government might prefer to increase spends on rural infrastructure which could have a multiplier effect on the economy.
Jan 11, 2023 08:35 AM IST Q3FY23 is likely to be flat with many firms still passing on the input price rise from earlier quarters. Over the next two quarters, corporate margins may bottom out and see improvement which could support earnings.
Jan 10, 2023 08:39 AM IST Banking is in a sweet spot with good credit growth and lower NPAs (non-performing assets). Thus, with some challenges that will appear in the second half of the year, banking will continue to remain in a sweet spot.
Jan 09, 2023 08:08 AM IST Railway capex will continue to be a big theme for the foreseeable future, as there has been several years of under investment.
Jan 08, 2023 06:11 PM IST A value investor, Aniruddha Sarkar does not believe in index-hugging when it comes to sectoral allocations, and sees promise in the consumer and banking sectors.
Jan 07, 2023 10:33 AM IST IT & Pharma both the export-oriented sectors are likely to provide good investment opportunity in second half of 2023.
Jan 06, 2023 09:25 AM IST Sentiment, liquidity & fundamentals together will ensure India outperform at least some global peers if not all.
Jan 05, 2023 11:46 AM IST The Indian economy is relatively better placed than peers and advanced economies. In the near term, returns maybe moderate in India due to relatively higher valuations, global growth slowdown (or even recession) and some domestic slowdown as well.
Jan 04, 2023 07:58 AM IST As deposit rates fully reflect the rise in yields, UBS Securities India expects households to further move away from risky equities into fixed deposits.
Jan 03, 2023 09:27 AM IST Madanagopal Ramu of Sundaram Alternate Assets expects indices to be under pressure in H1 2023, but expects a recovery in H2.
