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Now, as far as the economic impact of this is concerned, the budget has been quite fantastic as far as it focuses on growth, on reforms and also, it talks about the fiscal consolidation.

Union Budget 2025: The Budget’s emphasis on sectors such as agriculture, MSMEs, infrastructure, and social inclusion provides a significant opportunity to fortify the nation’s financial foundation and expand the role of insurance in driving economic progress.

Analysts have noted that the rebate on personal income tax, along with other measures, has laid the groundwork for long-term growth.

Madhusudan Kela calls the Budget progressive and pragmatic, balancing fiscal discipline with growth. The ₹1 lakh crore tax relief boosts consumption, shifting focus from infrastructure to consumer spending. While global uncertainties persist, selective stock picking remains key for investors.

Asian Paints Q3 Preview: Three brokerages estimate a 0.5% to 5% decline in the paint maker’s topline for Q3FY25, with profit after tax falling 17% to 29%. JM Financial projects the highest PAT and revenue, while Nuvama is the most conservative. Lower volumes and adverse pricing trends are cited as key factors behind the expected weak performance.

Japan s Nikkei index dropped over 2% on Monday, marking its worst session in four months due to global economic concerns heightened by U.S. President Trump s tariffs on Canada, Mexico, and China. Automakers led the decline, with significant losses for Toyota, Honda, and Nissan, reflecting their dependency on North American markets.

Prashant Jain from 3P Investment Managers believes the current market environment is challenging, especially for small and mid-cap stocks. He emphasizes a focus on Nifty companies and notes that government capex is expected to align with nominal GDP growth. Discretionary consumption may rise due to the Budget s impact, but consumer staples might not see a significant boost.

In FY21, subsidies were 3.82% of GDP, now down to 1.19%, reflecting a 40-basis-point annual contraction — no small feat. This decline, alongside reduced income tax, signals a shift from targeted benefits to broader economic impact. While subsidies aid lower-income groups, the focus now leans towards policies fostering overall growth and long-term financial stability.

Divi s Labs Q3 Results: Divi s Laboratories reported a significant 64% year-on-year increase in its December quarter net profit, reaching Rs 589 crore. The revenue from operations saw a 25% rise, standing at Rs 2,319 crore. Following the earnings announcement, the company s shares climbed 3% to a new high on the NSE.

So, the big change now is the start of the trade wars and the impact and the uncertainty it creates is actually quite significant.