Category: Market Outlook

The growth of rail infrastructure will be multi-fold with not just government but also private participation. Railways are set to roll. Sunil Shankar Matkar January 31, 2023 / 09:03 AM IST Ajit Deshmukh of Equirus “We think that the scenario will improve in FY24 and therefore anticipate a divestment target of Rs 75,000 crore,” says […]

Varun Lohchab of HDFC Securities expects that the markets to respond favourably if the status quo is upheld for LTCG (long term capital gains). Sunil Shankar Matkar January 30, 2023 / 09:57 AM IST Varun Lohchab of HDFC Securities “We expect the budget to focus more on the country’s supply side infrastructure. We don’t believe […]

Prashant Pimple of Baroda BNP Paribas Mutual Fund expects FY23 to stick to approximately 6.4 percent FD/GDP in line with last year’s budget and FY24BE to target fiscal deficit of around 6 percent of GDP, on path of fiscal consolidation. Sunil Shankar Matkar January 30, 2023 / 08:02 AM IST “We expect FY23 to stick […]

The divestment program of the country has gone too slow in the last 8 years and focus on the divestment and deployment of funds into infrastructure creating jobs should be the sole focus at this stage. Sunil Shankar Matkar January 29, 2023 / 09:51 AM IST Alok Jain of Weekend Investing The priority as finance […]

Anand Rathi of Anand Rathi Group anticipates the budget to place a significant emphasis on boosting rural consumption. Sunil Shankar Matkar January 28, 2023 / 09:08 AM IST Anand Rathi of Anand Rathi Group Anand Rathi of Anand Rathi Group anticipates the upcoming Union Budget will address how to strengthen the PLI scheme by bringing […]

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. Sunil Shankar Matkar January 27, 2023 / 09:30 AM IST The reforms industry is rooting for in the Budget range from measures aimed at boosting consumption and capital expenditure […]

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. Sunil Shankar Matkar January 27, 2023 / 09:42 AM IST Trideep Bhattacharya of Edelweiss Asset Management Trideep Bhattacharya of Edelweiss Asset Management believes the valuation de-rating of tech stocks […]

“Budget 2023 should ideally further that exercise in bringing industry friendly policies that can bolster overall Economic growth.” Sunil Shankar Matkar January 26, 2023 / 10:16 AM IST The reforms industry is rooting for in the Budget range from measures aimed at boosting consumption and capital expenditure to spurring investment and innovation. The tax collection […]

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. Sunil Shankar Matkar January 25, 2023 / 09:38 AM IST Gaurav Dua is the Senior VP, Head – Capital Market Strategy & Investments, Sharekhan by BNP […]

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. Sunil Shankar Matkar January 24, 2023 / 09:28 PM IST Tejas Gutka of Tata Mutual Fund India’s economic recovery from the COVID lows continues at a reasonable […]

“Achieving the balance between fiscal prudence and supporting long-term growth and investments in the economy should be the priority of the Finance Minister” Sunil Shankar Matkar January 24, 2023 / 09:24 AM IST Tejas Gutka of Tata Mutual Fund India’s economic recovery from the COVID lows continues at a reasonable pace, feels Tejas Gutka of Tata […]

Anil Rego of Right Horizons 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 by increasing the exemption limit and incentivise investments, feels Anil Rego of Right Horizons. In an interview with Moneycontrol, the founder and fund manager of […]

Anil Rego of Right Horizons 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 by increasing the exemption limit and incentivise investments, feels Anil Rego of Right Horizons. In an interview with Moneycontrol, the founder and fund manager of […]

Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital “Most important to watch out for in the Budget 2023 is the continuation and enhancement of the Amrit Kaal Vision which was laid out in the previous budget,” Vikas Gupta of OmniScience Capital says in an interview to Moneycontrol. The CEO and Chief Investment Strategist […]

The Union Budget 2023 will be an event for the market only if there are changes in the tax rates or tenures of Long Term Capital Gains (LTCG) or Short Term Capital Gains (STCG) across asset classes, Research & Ranking’s Chief Investment Officer Jaspreet Singh Arora has said. Indian markets have been volatile and analysts […]

The Union Budget 2023 will be an event for the market only if there are changes in the tax rates or tenures of Long Term Capital Gains (LTCG) or Short Term Capital Gains (STCG) across asset classes, Research & Ranking’s Chief Investment Officer Jaspreet Singh Arora has said. Indian markets have been volatile and analysts […]

Union Budget 2023 can be a blockbuster budget which could give the market and economy the much needed boost, Gaurav Verma of 21G Investment Advisers told Moneycontrol in an interview. A smallcase manager and the director of the investment firm, Verma, feels that PSU banks, capital goods, and infrastructure are hot themes to look out for in 2023. With […]

FY23 was the glory year for banking – growth bounced back, and bad debt provisions fell off a cliff, said Seshadri Sen of Alchemy Capital Management “Some simplification of capital gains tax (CGT) is warranted, given the complexity of the current system. For example, the taxation across all equity categories (listed, unlisted, overseas) should be […]

Debt markets would probably be the balancing equation to equity markets’ reactions. Should the fiscal deficit see extra pain from an excessively inflationary budget, sovereign yields could be hardened as debt issuance would increase to bridge govt. revenues and expenses. Rupee could see an uptick should the current account deficit (CAD) see some relief if […]

FY23 was the glory year for banking – growth bounced back, and bad debt provisions fell off a cliff, said Seshadri Sen of Alchemy Capital Management “Some simplification of capital gains tax (CGT) is warranted, given the complexity of the current system. For example, the taxation across all equity categories (listed, unlisted, overseas) should be […]