Budget 2025: Can fiscal moves spark stock market optimism? Hemant Majethia of Ventura Securities weighs in | Stock Market News

Budget 2025: Can fiscal moves spark stock market optimism? Hemant Majethia of Ventura Securities weighs in | Stock Market News

Source: Live Mint PSU banks, oil refining, Infrastructure EPC and power are among the key sectors to watch out for amid the current geopolitical and macroeconomic environment, according to Hemant Majethia, CEO & Co-Founder of Ventura Securities. In an interview with Livemint, Majethia shares his insights on Budget 2025 expectations, market valuations, and investment opportunities…

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Deep correction after Budget unlikely; Trump factor to cause near-term volatility: Anil Rego of Right Horizons | Stock Market News

Deep correction after Budget unlikely; Trump factor to cause near-term volatility: Anil Rego of Right Horizons | Stock Market News

Source: Live Mint Expert view: Anil Rego, Founder and Fund Manager at Right Horizons, believes a significant correction after the Budget 2025 is unlikely. In an interview with Mint, Rego said the Indian stock market has demonstrated resilience, supported by robust investor participation and improving fundamentals. Discussing the impact of Donald Trump’s policies on India,…

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Expert view: Rupee weakness serious risk; govt, private capex key market catalysts, says Devang Kabra of Wallfort PMS | Stock Market News

Expert view: Rupee weakness serious risk; govt, private capex key market catalysts, says Devang Kabra of Wallfort PMS | Stock Market News

Source: Live Mint Expert view: Devang Kabra, co-fund manager at Wallfort PMS, expects the government to maintain fiscal prudence in Budget 2025. In an interview with Mint, he said the Indian stock market expects the Budget not to have any negative surprises. The distribution of freebies and social security for the poor should not be…

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Expert view: Rural housing, irrigation, ELI, Jan Dhan to be in focus in Budget 2025, says Mohit Khanna of Purnartha | Stock Market News

Expert view: Rural housing, irrigation, ELI, Jan Dhan to be in focus in Budget 2025, says Mohit Khanna of Purnartha | Stock Market News

Source: Live Mint Expert view: Mohit Khanna, CFP, Fund Manager at Purnartha PMS, believes the Union Budget 2025 will focus on youth, women, the poor, and farmers. He expects higher spending on rural housing, irrigation, ELI (employment-linked incentives), Jan Dhan, etc. In an interview with Mint, Khanna also shared his views on the Indian stock…

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Fiscal lapse, weak growth outlook in Budget may trigger further market selloff, says Deepak Ramaraju of Shriram AMC | Stock Market News

Fiscal lapse, weak growth outlook in Budget may trigger further market selloff, says Deepak Ramaraju of Shriram AMC | Stock Market News

Source: Live Mint Expert view: Deepak Ramaraju, Senior Fund Manager at Shriram AMC, believes a populist budget may strain the fiscal deficit and result in further rupee weakness. This will lead to lower rate cuts and delays in economic growth. Moreover, any miss on fiscal prudence or lower growth guidance may trigger a further selloff…

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Budget 2025: From fiscal deficit to spending priorities, what to expect from Finance Minister Nirmala Sitharaman | Stock Market News

Budget 2025: From fiscal deficit to spending priorities, what to expect from Finance Minister Nirmala Sitharaman | Stock Market News

Source: Live Mint Budget 2025: Finance Minister Nirmala Sitharaman is scheduled to present the Union Budget for FY26 on February 1, 2025. Preparing the Union Budget is a delicate balancing act for the government, as it must navigate the challenging task of maintaining fiscal discipline while addressing the aspirations of millions of citizens and businesses…

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Budget 2025: The NRI’s wish list

Budget 2025: The NRI’s wish list

Source: Live Mint Non-resident Indians play a vital role in India’s economic and social progress, significantly contributing to the country’s growth through remittances, investments, entrepreneurship, and international trade. As the Union Budget for 2025-26 approaches, NRIs will be looking for clarity on certain rules as well as incentives and reforms that could strengthen their contribution…

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