The growth rate is likely to settle in below potential 6-7% range once the low base effect of FY21 and FY22 wanes
Budget 2022 | This government till now has resisted populist measures, barring a few before the Union Elections in 2019. There could be some steps for placating farmers. But overall this Budget should be growth-oriented Budget 2022 | This government till now has resisted populist measures, barring a few before the Union Elections in 2019. There could be some steps for placating farmers. But overall this Budget should be growth-oriented
Budget 2022 | It will definitely be growth-focused budget given the hits the economy has taken before of the pandemic Budget 2022 | It will definitely be growth-focused budget given the hits the economy has taken before of the pandemic
The expansionary approach last year#39;s budget took will continue, by focussing on large employment-generating infrastructure spends as well as incentives to boost localisation, says UTI AMC’s Executive Vice President Fund Manager, Equity.
Manufacturing is one of the sectors that will be in the limelight in the finance minister#39;s speech. It has been a key sector for the government over the last couple of years Budget 2022 | Manufacturing is one of the sectors that will be in the limelight again. Further, Renewable energy may see some impetus in this budget. We are expecting some actions on inverse duty structures which is putting, in many cases, Indian products in a disadvantageous position. Budget 2022 | Manufacturing is one of the sectors that will be in the limelight again. Further, Renewable energy may see some impetus in this budget. We are expecting some actions on inverse duty structures which is putting, in many cases, Indian products in a disadvantageous position.
Expect the government to strike a reasonable balance between the focus on employment generation and providing a healing mechanism for the impacted sectors.
Budget 2022 | Healthcare, infrastructure, renewables, real estate, education, and energy will be some of the sectors to focus on. Budget 2022 | Healthcare, infrastructure, renewables, real estate, education, and energy will be some of the sectors to focus on.
If the budget is pro industry, if there are no significant increases in taxes; if the budget signals higher growth and if the estimates for the next year are in line with expectations, the market will give a thumbs up and welcome the announcements, says Nath Budget 2022 should present some progressive reforms directed towards Agriculture and Manufacturing sectors, enabling them to achieve their true potential. Budget 2022 should present some progressive reforms directed towards Agriculture and Manufacturing sectors, enabling them to achieve their true potential.
Budget 2022 | More spending, rural focus and status quo on direct taxes are some of the expectations from the budget 2022.
Budget 2022 | "For mutual fund investors, they can bring DLSS (debt linked saving scheme), quite similar to ELSS (equity linked savings scheme) so that investors have more options towards the debt part as well."
The sharp correction in equity prices is nothing unusual, says Vijay Kumar Gaba The sharp correction in equity prices is nothing unusual, says Vijay Kumar Gaba
"India is highly geared towards international energy prices and with the current geo-political developments pushing the oil prices up, the interest rate picture is likely to be less accommodative towards most emerging markets" "India is highly geared towards international energy prices and with the current geo-political developments pushing the oil prices up, the interest rate picture is likely to be less accommodative towards most emerging markets" "India is highly geared towards international energy prices and with the current geo-political developments pushing the oil prices up, the interest rate picture is likely to be less accommodative towards most emerging markets" Equity markets always react in an unexpected manner, so, it is near impossible to say what factors will make the markets rally on budget day, says the MD of Ladderup Wealth Management. But a pro-industry, growth-oriented budget should have a positive reaction, he says.
Apart from the Budget 2022, we will be having policy announcements from the RBI and the Fed, from time to time, and these policy meetings and announcements are expected to set a new course for the global economy and the markets. Apart from the Budget 2022, we will be having policy announcements from the RBI and the Fed, from time to time, and these policy meetings and announcements are expected to set a new course for the global economy and the markets. Apart from the Budget 2022, we will be having policy announcements from the RBI and the Fed, from time to time, and these policy meetings and announcements are expected to set a new course for the global economy and the markets.
The selling trend may not change immediately and FII could continue to be net sellers in the first half of 2022. However, over a period of time, India should see positive FII inflows, given the strong domestic macros and robust earnings growth outlook, says Mohit Nigam of Hem Securities.
"In this year we have elections in seven states, hence there are higher chances that the government may try to woo the lower end of the pyramid with a lot of social sector schemes." "In this year we have elections in seven states, hence there are higher chances that the government may try to woo the lower end of the pyramid with a lot of social sector schemes." "In this year we have elections in seven states, hence there are higher chances that the government may try to woo the lower end of the pyramid with a lot of social sector schemes."
Budget 2022 | The founder CEO of PMS AIF World says an immediate upside from the union budget is unlikely and it will be a non-event for the markets.
Budget 2022 |There are many moving parts in 2022, including US Fed actions, Inflation, Covid, Crude and Commodities, that will influence how the market shapes up over the course of the year, says the founder and MD of Equirus Capital. Budget 2022 |There are many moving parts in 2022, including US Fed actions, Inflation, Covid, Crude and Commodities, that will influence how the market shapes up over the course of the year, says the founder and MD of Equirus Capital. Budget 2022 |There are many moving parts in 2022, including US Fed actions, Inflation, Covid, Crude and Commodities, that will influence how the market shapes up over the course of the year, says the founder and MD of Equirus Capital.
Some market indicators show that the stock market performance is mostly alienated from the economic, social and economic realities, at least in the short period of one to two years
Budget 2022 | Similar to the last Budget, Lav Chaturvedi of Reliance Securities says they expect step-up in healthcare spending and incentives/schemes to develop hospital segment Budget 2022 | Similar to the last Budget, Lav Chaturvedi of Reliance Securities says they expect step-up in healthcare spending and incentives/schemes to develop hospital segment
The long-term market outlook will be governed by how fast earnings catch up to justify current valuations, says the Head -- Products and Market Strategist at DSP Investment Managers The long-term market outlook will be governed by how fast earnings catch up to justify current valuations, says the Head -- Products and Market Strategist at DSP Investment Managers
The Budget could focus on spending that drives growth and ensure PLI schemes get a good outlay while monetising public assets and trying to stick to the fiscal consolidation path, says the Head of Retail Research at HDFC Securities. The Budget could focus on spending that drives growth and ensure PLI schemes get a good outlay while monetising public assets and trying to stick to the fiscal consolidation path, says the Head of Retail Research at HDFC Securities. Markets have already climbed the wall-of-worry of the known factors. The Fed has already indicated three hikes, inflation is spiking and the world is in the middle of a third wave. Still, the markets are close to all-time highs
Budget 2022 | Naveen Chandramohan believes the focus areas of the FM are clear. Any additional focus on driving the demand side for real estate and standardising GST and SOPs for driving rural growth will be an icing on the cake Budget 2022 | Naveen Chandramohan believes the focus areas of the FM are clear. Any additional focus on driving the demand side for real estate and standardising GST and SOPs for driving rural growth will be an icing on the cake One section of the market participants has grown extra cautious, fearing that this strong start to the year may fizzle out soon as the economic realities begin to hit harder.
The 20,000 level is around 11 percent from where the Nifty50 stands today. While the index can reach that level by the end of the year if all goes well, expecting it to touch 20,000 mid-year could be optimistic considering current factors, says the co-founder of MyWealthGrowth.com.
Keep an eye out for infra-related tax sops, land monetisation, and reduction in government holdings in PSUs, advises ITI Mutual Fund’s CEO Chief Investment Officer.
Bank, Metals, IT, Oil Gas, Logistics, and Retail companies are likely to report double-digit PAT growth for the third quarter, says the Chief Investment Officer for Listed Investments at Waterfield Advisors
Central bank action remains the single biggest risk to markets, says the Head of Institutional Equities at HDFC Securities.
The government has been pretty clear about its disinvestment agenda for years. Key always remains actual execution and monetization, says Kanika Agarrwal of Upside AI.
