GOVERNMENT SPENDING
Modi’s Budget to send India’s soaring stocks higher: Survey More than half of the 24 respondents estimated that the Nifty 50 Index may advance up to 26,000 points by the end of 2024, while one predicted the gauge can climb even more.
04 Jul, 2024, 12.52 PM ISTExpect 8-10% industry volume growth for FY-25: Mohan Bangur, Shree Cement So, in the next three quarters, the demand has to meet around 9% to 10% to make up for the lost time. In the first quarter, there were elections, there were water shortage, uncertainty of election results were there, now all those is over.
01 Jul, 2024, 12.40 PM ISTBudget 2024: What is a Populist Budget and why is it controversial? A populist budget is a fiscal plan focused on immediate public appeal through measures like tax cuts and social spending increases. Criticized for prioritizing short-term benefits over long-term economic stability, such budgets can lead to fiscal de...
22 Jun, 2024, 10.28 AM IST- ADVERTISEMENT
Why the Government needs a Budget: Understanding the importance and role Union Budget 2024: Any political party that assumes government, whether through majority or coalition, in India shoulders significant responsibilities towards society, politics, and the economy. It is crucial to allocate resources in a manner that f...
21 Jun, 2024, 12.52 PM ISTBudget 2024: Five steps of India's Budget formation explained Budget 2024: The Union Budget, crafted annually by the Department of Economic Affairs within the Ministry of Finance, functions as a comprehensive financial blueprint for the nation. It details projected revenues and expenditures for the forthcoming...
21 Jun, 2024, 12.51 PM ISTGIFT Nifty signals a positive start for D-Street. Here's the trading setup for today's session Domestic markets continued to reach new record highs, building on gains made since the election results. "The market is also benefiting from positive trends in global markets, particularly in the US as it progresses steadily towards the presidential...
19 Jun, 2024, 07.36 AM ISTIndia Inc braces for revenue uncertainties in Q1 on slow govt spending, monsoon onset: Icra Corporates are preparing for revenue uncertainties in the April-June period due to a slowdown in government spending and the onset of the monsoon season, as reported by domestic rating agency Icra. Sequential revenue growth is expected to taper in t...
17 Jun, 2024, 11.19 PM ISTMilind Karmarkar on two sectors that may outperform in Modi 3.0 Power utilities have already done well and possibly they will continue to do well because there is growth in that sector. So, many of these companies are putting in new power plants and things like that. So, there is definitely growth in that sector.
11 Jun, 2024, 08.00 AM ISTMarkets should double in next four-five years: Milind Karmarkar Maybe we will look at it at that point in time, but right now we miss getting into it early, but as of now we do not want to buy it.
10 Jun, 2024, 12.45 PM ISTChakri Lokapriya's top midcap stock picks for near term I think defence, semiconductor, industrial, infra are easy reforms for the current government in the current shape to continue because even the allies, for instance, Naidu is a very reform-oriented person.
10 Jun, 2024, 10.46 AM ISTWhy investors are favouring FMCG stocks after elections One key reason behind FMCG becoming a preferred choice in today’s time was this year’s general election. It was the most expensive affair with an estimated campaign cost incurred by political parties reaching a record Rs 1.35 lakh crore. A significa...
08 Jun, 2024, 11.28 AM ISTWeaker BJP in power won't increase borrowing in July budget, says Kotak Mahindra Bank Budget 2024: A weaker majority for Prime Minister Narendra Modi's alliance may lead to increased welfare spending without the need for additional borrowing, potentially limiting a rise in bond yields, according to a senior executive at Kotak Mahindr...
07 Jun, 2024, 09.51 AM ISTIcra revises domestic steel demand growth rate to 10 pc for FY25 ICRA revises FY2025 steel demand growth to 9-10% due to strong government spending and sector demand, leading to increased earnings and India remaining a net steel importer in the current fiscal.
03 Jun, 2024, 04.58 PM ISTRBI to face problem of plenty: Prepare for bond sales The RBI's challenge for the year may not be inflation but liquidity. Government spending resumption and overseas fund flows complicate monetary policy effectiveness.
03 Jun, 2024, 07.28 AM ISTSetting up shop for turbo policy India's economic growth of 8.2% in 2023-24 surpasses historical hurdles, reflecting policy continuity's impact on performance.
02 Jun, 2024, 10.59 PM ISTFirst among equals: 5 PSU stocks which have benefited the most due to government policy push, spending & may continue their journey Right from perennial under-performers like oil marketing and refining companies to PSU banks. Literally every stock which has the tag of “PSU” stock has seen a re-rating in the last two years. Now that the exit polls are predicting what the street h...
02 Jun, 2024, 03.02 PM ISTDefence stocks: Long runway, hedge a bit to avoid narrative-based decisions; 8 PSU & Pvt sector stocks, 4 with upside potential of upto 44% In an election season, there are bound to be times when one or the other narrative may make one question about whether one should sell the stocks. The underlying reason would be fear of losing the gains on which one is sitting. Especially when it co...
30 May, 2024, 03.18 PM ISTCandidates of strong directional move on 4th June: 5 PSU stocks which have benefited the most due to government policy push and spending In the last two years, it is a well known fact that every PSU stock has been re-rated by the street, right from perennial under-performers like oil marketing and refining oil companies to PSU banks. But if one looks a bit deeper there are some whic...
27 May, 2024, 11.02 PM ISTRBI's ₹2 lakh-crore boost may help India's new govt have an easy-peasy run to achieve a goal The RBI on May 22 announced a record-high dividend transfer to the government equivalent to 0.6 per cent of GDP ( Rs 2.1 lakh) from its operations in FY24. The figure has surpassed the 0.3 per cent of GDP expected in the FY25 budget from February. H...
27 May, 2024, 03.04 PM ISTRBI's record dividend presents a delicious dilemma for new Indian government As India prepares for a new government by June 4, a significant Rs 2.11 lakh crore windfall awaits allocation. Options range from faster deficit reduction to increased spending. Analysts anticipate positive investor sentiment, though preferences var...
24 May, 2024, 12.17 PM IST