Post Budget Market View Feb 2025

The major highlight of this year’s budget is direct tax cuts and rationalisation of tax slabs, resulting in higher savings and increase in disposable income. These measures will benefit middle income households and boost consumption.

Market View 2025: Indian uptrend remains intact

While the global environment remains dynamic, with rising U.S. yields and the strengthening dollar drawing capital toward the U.S., India remains a compelling investment destination.By adopting an effective approach, investors can capitalize on the opportunities presented by India’s sustained growth.

Our Market View November 2024

We believe the recent slowdown in Indian markets is a temporary phase influenced by external factors. Importantly, India’s economic fundamentals remain stable and strong. Therefore, the uptrend is intact and should resume soon.

Our Market View

The interim budget on Feb 1 was very responsible, especially in an election year. This bodes well for the Indian economy and therefore we remain constructive on the Indian equity markets.

Our Market View

Year 2023 ended on a good note and in spite of the present high levels, our view remains intact. The long-term economic progress in India and the equity uptrend is likely to continue, though with episodic corrections.

Our Market View

Even with increased geopolitical tension due to Israel Hamas war, the long-term economic progress in India and the equity uptrend is likely to continue, though with episodic corrections.