Budget 2025 ke key focus areas kya ho sakte hain?
Budget 2025 Expectations:
Ram Medury, founder aur CEO of Maxiom Wealth, yeh believe karte hain ki Finance Minister apni Budget 2025 speech mein kuch income tax concessions announce kar sakti hain, taaki consumption ko boost kiya ja sake. Government apne capital expenditure (capex) par zyada kharch kar sakti hai, khaas karke infrastructure mein. Mint ke saath ek interview mein Medury ne apne views share kiye markets, Q3 earnings, aur is saal IPO trends par.
Budget 2025 ke key focus areas kya ho sakte hain?
Hamara opinion hai ki Budget 2025 ka main focus growth ko continue karna hoga, jo ki Q2 mein slow ho gaya tha.
Assembly elections ka pressure kam hai (sirf Delhi ke alawa), isliye populist measures lene ka pressure bhi kam hai.
Hum expect karte hain ki Finance Minister capex pe zyada spend karenge, aur rural infrastructure par allocation ko badhaya jaayega.
Agriculture, healthcare aur defence bhi important areas ho sakte hain.
Kuch income tax concessions diye ja sakte hain taaki consumption ko boost kiya ja sake.
Private sector ko investment incentivize karne ke liye kuch announcements expected hain.
Gold imports ko discourage kiya ja sakta hai. Chhote tweaks ke bajaye, FM bada picture dikhaye gi jo growth pe focus karegi.
Income tax rates aur slabs mein tweaks ka Indian stock market par kya impact hoga?
Agar income tax mein koi tweak hoti hai jo logon ke haath mein zyada paisa chhodti hai, toh consumption boost hoga, jo growth numbers ko upar le jaayega.
Old tax regime jo savings aur investment ko incentivize karta tha, uske comparison mein new tax regime thoda consumption-friendly hai, kyunki yeh thoda lower tax rate offer karta hai aur log apni marzi se spend kar sakte hain.
Direct tax collections, dono personal aur corporate, iss saal achha badha hai.
GST collections bhi upar hain, isliye FM ko middle class ko kuch relief dene ka space mil raha hai.
Hum expect karte hain ki new tax regime ko aur attractive banaya jayega, aur old regime ko shayad khatam kar diya jaayega, agar nahi toh kuch saalon mein.
Capital gains taxation mein koi major changes nahi honge, sirf kuch marginal increase in STT ho sakta hai.
Tax revenue increase karne ke liye kuch measures ho sakte hain, jaise CESS ka increase ya uber-rich ke liye higher surcharge.
Luxuries, jaise ki foreign travel, pe taxes badhaye ja sakte hain.
Indirect taxation mein koi major relief nahi milega, matlab GST rates jaldi neeche nahi aayenge.
Q3 earnings ka kya haal hoga? Kya humein pichle do quarters ke trends ko brace karna chahiye?
Humne yeh nahi maana ki Q2 mein growth slowdown bas ek blip tha, aur Q3 uska compensation karega.
Hum expect karte hain ki top-end domestic consumption mein thoda moderation hoga, isliye Q3 ke numbers outstanding nahi honge.
Isliye Budget 2025 se humein growth spur karne ke liye timely corrective action ki ummeed hai.
Q3 numbers Q2 se better honge, lekin superlative performance ki expectations nahi rakhni chahiye.
Donald Trump ke policies ka Indian stock market par kya impact ho sakta hai?
Donald Trump ka presidency kaafi unpredictable hoga. Unka “Make America Great Again” vision zyada protectionist measures ka signal deta hai, jo US ke trading partners, jaise China aur India, ke liye mushkil ho sakte hain.
Hamara maanna hai ki jo Trump propose kar rahe hain, unme se kaafi cheezein implement nahi ho paayengi, kyunki US duniya ko apne terms pe chalane ki position mein nahi hai.
Trump ki tariff policies US mein inflation ko badha sakti hain, khaas karke healthcare sector mein.
India ke liye, Trump ka unpredictability market volatility badha sakti hai.
Agar US mein investment attractive hota hai, toh dollars India se nikal bhi sakte hain.
Lekin, bahut saare offshore funds hain jinhe India mein invest karna pasand hai, isliye woh money abhi bhi India mein aayega.
Trump ke oil policies oil prices ko control mein rakh sakte hain, jo India ke liye beneficial hoga.
Hum expect karte hain ki Trump ke policies ka poora implementation nahi hoga, aur India apne efforts ko self-reliance ke taraf rakhega.
Market volatility badhegi, lekin hum India story ko long-term bullish samajhte hain.
2024 mein IPOs ka flood tha, toh is saal kya expect karein?
IPOs ko investors ko opportunity samajhna chahiye, taaki jo unka paisa lock hai, unhe decent price pe exit mil sake.
IPO price market sentiment aur investment bankers ke banaye story par depend karta hai.
Valuations thodi cool down ho gayi hain, isliye investors ko hefty premiums milne ka chances kam honge. IPOs ki number bhi kam ho sakti hai.
Lekin companies jo capital raise karna chahti hain, woh lower valuations mein bhi IPO kar sakti hain, aur Indian investors ke liye listing gains ki opportunity rakh sakti hain.
Hum expect karte hain ki IPOs abhi bhi market mein aayeinge, lekin quality achhi hogi aur valuations zyada attractive hongi.
Investors ko IPOs ko long-term investment ke roop mein dekhna chahiye, na ki sirf listing gains ke liye.
Market mein opportunities kahan dekhte hain?
Humein abhi bhi “India story” intact lagti hai, aur Indian market long-term investors ke liye achha investment opportunity offer karega.
Hum apne “roots and wings” investment philosophy pe focus karte hain, jo bottom-up approach hai. Isliye hum specific sectors ko list nahi karte.
Hum aise companies pe focus kar rahe hain jinki visionary management hai, jo growth pe focus kar rahi hain aur technology ka use kar rahi hain.
Aise companies achha return de sakti hain, khaas karke agar stock prices thoda beaten down hain.
Hum positive investment environment expect karte hain aur companies ko bet kar rahe hain jo supportive ecosystem ka fayda uthayengi.
Yeh companies alag-alag sectors se ho sakti hain.
