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The government set a capex budget of Rs 11.2 lakh crore for the next fiscal year, slightly up from Rs 11.1 lakh crore in FY25. Following the announcement, shares of L&T, J Kumar Infraprojects, Ahluwalia Contracts, and KEC International dropped up to 5%. KNR Construction and H.G. Infra Engineering erased earlier gains, correcting up to 6.4% by 2:15 pm.

Finance Minister Nirmala Sitharaman raised the income tax exemption limit to ₹12 lakh in Budget 2025, benefiting millions and potentially increasing equity investments. However, analysts caution that market impact depends on broader economic conditions and investor behavior.

Indian Hotels: Hotel and tourism stocks surged up to 10% as Budget 2025 announced major tourism sector boosts. Key measures include developing 50 top tourist sites, expanding MUDRA loans for homestays, enhancing medical tourism, and launching a modified UDAN scheme for regional connectivity. Investors anticipate strong sector growth, job creation, and improved infrastructure.

The government aims to hit an 8% growth rate to achieve Viksit Bharat by 2047. Focus is on tax relief and creating job opportunities by expanding Global Capability Centres to tier II and III cities. The budget boosts consumption by offering tax exemptions for individuals earning up to Rs 12 lakh annually.

Modi stocks: Budget 2025 shifts focus from capex-driven growth to boosting consumption, benefiting FMCG and consumer stocks while capex-linked sectors like rail, defence, and infrastructure decline. Analysts see potential urban consumption growth but question long-term capex sustainability.

Budget: Finance Minister Nirmala Sitharaman raised the TCS threshold on remittances under RBI’s Liberalized Remittance Scheme (LRS) from Rs 7 lakh to Rs 10 lakh. She also proposed removing TCS on remittances for education if funded by a loan from a specified financial institution, easing the financial burden on students and families managing overseas education expenses.

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Aiyar acknowledges tax relief but questions its long-term impact. He criticizes the high exemption limit and Bihar focus as politically driven. Market reactions remain uncertain, with global risks outweighing domestic measures.

Companies like VA Tech Wabag, L&T, and Ion Exchange (India) are set to play crucial roles in infrastructure development, enhancing public health, agriculture, and industrial growth through a reliable water supply. According to Oneeka Medh, Research Analyst at Samco Securities, these firms will benefit from increased investments in water management outlined in the Union Budget 2025.

In her Budget on February 1, 2025, Finance Minister Nirmala Sitharaman introduced significant tax cuts to encourage middle-class consumption, while setting a fiscal deficit target of 4.4% of GDP for FY26. The government plans to forgo Rs 1 lakh crore in direct tax revenue and Rs 2,600 crore in indirect taxes to lighten the financial load on individuals and businesses.

Union Budget 2025 targets Rs 55,000 crore in PSU dividends for FY25, rising to Rs 69,000 crore in FY26, highlighting government reliance on PSU earnings. The nil tax rate extends to Rs 12 lakh, benefiting taxpayers. However, the modest capex increase to Rs 11.2 lakh crore fell short of expectations, disappointing market watchers.

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