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PSU stocks dropped over 9% on Budget Day, with the BSE PSU index falling 2.7%. Investors were disappointed by a lower-than-expected capital expenditure allocation of Rs 11.2 lakh crore. Key sectors like defense, railway, and power saw declines, with defense PSUs and railway stocks losing up to 4%. The budget s flat allocations led to investor disappointment.

Budget 2025-26 boosts consumption with major tax reforms, increasing disposable income while maintaining strong capital expenditure. Fiscal deficit reduction to 4.4% in FY26 may enable an RBI rate cut. Rural and agriculture sectors receive key support, benefiting Retail, Auto, FMCG, and BFSI. Market outlook remains positive, favoring discretionary spending and credit growth.

The Indian franchisee of U.S. shared office space manager WeWork has filed for an initial public offering in Mumbai, draft papers filed by the company showed.

Nifty earnings are expected to remain subdued in FY25 but rise significantly in FY26, with an 18.3% EPS growth forecast. This outlook is supported by a consumption-focused Budget, tax rebates, improved rural economy conditions, and better government capex growth. Analysts also anticipate a rate cut cycle starting soon, boosting market sentiment.

The Union Budget 2025 focuses on fiscal discipline, capital expenditure, and consumption to drive long-term growth. Key measures include tax incentives for the middle class, a INR 1.5 lakh crore interest-free loan for states, and infrastructure reforms. Emphasis on deregulation and business-friendly policies aims to foster a conducive environment for economic expansion.

Post-Budget, Nifty shows heightened volatility, closing 26 points lower. Analyst Rahul Ghose expects range-bound markets in 2025, focusing on earnings growth, global cues, and interest rate direction. Key levels for Nifty and Bank Nifty are identified. Tax relief boosts FMCG and non-discretionary stocks, with FDI increases benefiting insurance. Select stocks like Dmart and ICICI Prudential are recommended.

India’s demographic dividend is shrinking, raising concerns about economic growth. While the nation is poised to become the third-largest economy by 2030, challenges like the middle-income trap and an aging workforce persist. Smart investing, financial literacy, and technology-driven investment tools can empower youth to build wealth and contribute to economic progress.

The Union Budget 2025 focuses on tax breaks for the middle class, boosting consumption, and a modest rise in capex. While capex impacts rail, defence, and infrastructure sectors, sectors like consumer durables, auto, jewellery, and e-commerce benefit. Market experts foresee Nifty EPS growth and recommend investing in sectors like auto, FMCG, healthcare, renewables, and select banks.

The Union Budget 2025 shifts focus to consumption, benefiting sectors like FMCG, auto, and real estate. Personal income tax cuts offer Rs 1 lakh crore stimulus, driving economic growth. The capex allocation remains moderate, signaling a slowdown in infrastructure investment. Investors are advised to focus on consumer stocks and avoid capex-heavy sectors for long-term gains.

Indian markets closed flat on Saturday, with Sensex barely moving and Nifty slipping 26 points. While tax benefits provided relief, flat capex allocation disappointed investors. Analysts suggest Nifty remains positive above 23,280. Stock recommendations for Monday include Berger Paints and United Breweries for potential gains.