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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.

India’s rapid economic growth, strong stock market performance, and favourable demographics are attracting NRI investors. Diversification into global markets should be strategic, considering geopolitical risks and currency fluctuations. Mutual funds remain a preferred investment option. NRIs should balance risk and liquidity while leveraging NRE/NRO accounts for effective wealth management.

Robert Kiyosaki predicts a market crash due to Trump’s new tariffs on Mexico, Canada, and China, seeing it as a buying opportunity for gold, silver, and Bitcoin. While his track record on crash predictions is mixed, he continues to emphasize debt concerns and the resilience of tangible and digital assets amid economic volatility.

Nifty closed at 23,482, snapping a four-day winning streak post-Union Budget 2025-26. The budget emphasized middle-class tax relief and fiscal consolidation. Key support for Nifty lies at 23,250-23,200, with resistance at 23,650. Sectors like FMCG, Auto, and Private Banks are poised for growth. FIIs continue to exit, but historical trends suggest a potential rebound.

India led global IPOs in 2024, driven by strong economic fundamentals and retail investor participation. In 2025–26, domestic investors, sponsor-backed firms, MNC listings, and profitability-focused startups will shape the IPO landscape. Regulatory scrutiny will rise, pricing windows will shorten, and volatility may impact execution. Strategic planning will be key for successful IPOs.

The government initiatives, including a maritime development fund, MSMe reclassification, and a capex allocation, aim to boost manufacturing and credit demand. Companies like Adani Ports, Axis Bank, and Bajaj Finance are expecting indirect long-term benefits due to these measures.

The Indian government is expected to receive a significant dividend transfer from the Reserve Bank of India (RBI) in 2025-26, amounting to ₹2.56 lakh crore, owing to factors such as rupee depreciation and increased interest income. The RBI contributes the majority of this amount, with state-run lenders making up the rest.

Shares of consumption-linked companies such as consumer goods and automobiles were the top gainers, while investors cut exposure to industrials and capital goods.