Author: India

George Heber Joseph is the CEO/CIO at ITI Mutual Fund Like most of his ilk, George Heber Joseph, CEO and CIO at ITI Mutual Fund, was surprised by the announcement about the introduction of Digital Rupee and taxing of digital assets. It was a welcome move, he says. Capital goods, engineering, infrastructure, cement, logistics and banking are clear beneficiaries from the […]

Prateek Agrawal is the Business Head & CIO at ASK Investment Managers Prateek Agrawal, Business Head and CIO at ASK Investment Managers, says a Budget that meets expectations is a growth-oriented budget. “The government has been less focussed on fiscal prudence and more on finding money to fund and catalyse growth which is a positive,” […]

Gaurav Dua is the Senior VP, Head – Capital Market Strategy & Investments, Sharekhan by BNP Paribas Gaurav Dua, Head – Capital Market Strategy, Sharekhan by BNP Paribas, says Budget 2022 is good from the equity market perspective given its growth orientation and the government’s intent to take measures to ignite the property cycle and […]

Deepak Jasani is the Head of Retail Research at HDFC Securities Deepak Jasani, head of retail research at HDFC Securities, says the Budget presented by Finance Minister Nirmala Sitharaman on Tuesday contained no major surprises  although it was growth-oriented. Capital goods, metals and cement are the apparent beneficiaries of the Budget, Jasani told Moneycontrol. “This […]

Gaurav Dua is the Senior VP, Head – Capital Market Strategy & Investments, Sharekhan by BNP Paribas Gaurav Dua, Head – Capital Market Strategy, Sharekhan by BNP Paribas, says Budget 2022 is good from the equity market perspective given its growth orientation and the government’s intent to take measures to ignite the property cycle and […]

Navin Agarwal, who is MD & CEO at Motilal Oswal Asset Management Company, says given the increased focus on capex and the realisation that the government will have to do the heavy lifting, the budget seems to be totally growth-oriented. This budget was an extension of last year’s with a significant focus on capex. There […]

Santosh Joseph is the Founder and Managing Partner at Germinate Investor Service LLP. Santosh Joseph, founder and managing partner of Germinate Investor Services LLP, says Budget 2022, for most part, contained no surprise twists. “The capping of 15 percent surcharge on LTCG (long term capital gain) is a big positive for the start-up ecosystem,” Joseph […]

The Union Budget 2022 focuses more on the long-term growth drivers than on the short-term consumption support measures, reads Rohit Agarwal, EVP and Senior Fund Manager at Kotak Mahindra Life Insurance Company. Sharing his views with Moneycontrol, Agarwal says that there is no clear negative for the equity market, while the borrowing numbers look on the higher side. “It […]

Rakesh Jhunjhunwala Rakesh Jhunjhunwala remains bullish on India as he feels tax collections are going through the roof and the country is on the verge of a big change, but the ace investor does not seem to share a similar enthusiasm for startups as he sought to distance himself from the current excitement surrounding young tech […]

Sorbh Gupta is the Fund Manager- Equity at Quantum AMC The market rallied sharply ahead of Union Budget 2022. Sorbh Gupta, who is the Fund Manager for Equity at Quantum AMC, says continued expansionary fiscal policy with higher allocation to infrastructure spending will be taken positively by the market. “Further, announcements which leave more money […]

Budget 2022 Suman Bannerjee, who is the co-founder and chief investment officer at hedge fund Hedonova, says the Union Budget 2022 will be focussed on growth, given the hits the economy has taken through the pandemic. In an interaction with Moneycontrol, Bannerjee shares his expectation that the Budget will bring in more startup-friendly policies and special […]

Swati Kulkarni is the Executive Vice President & Fund Manager – Equity at UTI AMC Swati Kulkarni, Executive Vice President & Fund Manager, Equity, UTI AMC, says the expansionary approach that last year’s budget took will continue with the objective of supporting growth by focussing on large employment-generating infrastructure spends as well as incentives to […]

Anuj Jain is the Co-founder and Research Head at Green Portfolio All eyes are on the upcoming Union Budget. Markets have been bleeding from the last couple of days and any positive news from the government may boost investors’ sentiment. Anuj Jain, Co-founder and Research Head of Green Portfolio, says even if the government doesn’t […]

Niraj Kumar is the Chief Investment Officer at Future Generali Life Insurance India Niraj Kumar, Chief Investment Officer at Future Generali Life Insurance India, says the Budget is expected to be pragmatic and strike a fine balance between the need to spend on populist heads, especially agriculture and rural development, and continue being investment-oriented with […]

Anuj Jain is the Co-founder and Research Head at Green Portfolio All eyes are on the upcoming Union Budget. Markets have been bleeding from the last couple of days and any positive news from the government may boost investors’ sentiment. Anuj Jain, Co-founder and Research Head of Green Portfolio, says even if the government doesn’t […]

Abhay Agarwal is the Founder and Fund Manager at Piper Serica. Daily Voice | Use current fall to pick tech leaders to get tremendous value over next 5-10 years, says Abhay Agarwal of Piper Serica Daily Voice | These 5 announcements in Budget 2022 could lift market mood on February 1, says Abhay Agarwal of […]

Niraj Kumar is the Chief Investment Officer at Future Generali Life Insurance India Niraj Kumar, Chief Investment Officer at Future Generali Life Insurance India, says the Budget is expected to be pragmatic and strike a fine balance between the need to spend on populist heads, especially agriculture and rural development, and continue being investment-oriented with […]

Manish Jain is the Fund Manager at Ambit Asset Management Finance Minister Nirmala Sitharaman will present the Union Budget at a time when the country looks for bold steps towards infrastructure upgrade, rural housing and income generation, among a host of other areas that call for serious measures as the economy wriggles out of the […]

Ankit Yadav is the Wealth Manager (USA) and Director at Market Maestroo Ankit Yadav, wealth manager (USA) and director at Market Maestroo, feels agriculture will get more benefits from the budget this time due to some past events. Besides, autos, banks, NBFCs, fertilisers and cement will also be in focus and investors will have to […]