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.
from Economic Times https://ift.tt/VGrO1bK
from Economic Times https://ift.tt/VGrO1bK
Tactical move! Stock market investors need a marked strategy shift in post-Budget play
Reviewed by News Today
on
February 02, 2025
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