Page 3 - Union Budget

Rail, defence: Analysts bet on select capex-related PSUs after Budget 2025

Stocks to Buy After Budget 2025: Budget 2025 fine print showed the Government has shifted its focus away from the 'traditional' capex drivers, such as railways, roads to 'other sectors'

Proposed TCS threshold hike on LRS expected to boost outbound travel

The revision, which will be effective from April 1, 2025, is expected to boost travel and foreign exchange segments, provide additional benefits to students, and improve tax compliance

Task cut out for MPC after Budget's consumption boost as RBI decision nears

But monetary policy decisions are complex and there is merit in assessing the "right time" while weighing the cost and benefits of such moves

Budget 2025: Spend some, use rest to retire debt and secure long-term goals

A few instruments, which offer tax deduction, remain relevant even for taxpayers in the new regime

Trump tariff, Union Budget, FII selling: Why Sensex fell 700 points a day after Budget 2025?

The Indian stock markets plunged in early trade, causing investors to lose a whopping Rs 5 trillion in market value in barely 5 minutes. What exactly drove the markets down?

Budget's MSME, manufacturing push boosts paper sector; imports a concern

The Union Budget's focus on manufacturing and MSMEs is expected to boost demand for paper and packaging materials across multiple sectors and bodes well for the growth of the paper industry, a paper manufacturers' body said on Monday. The Indian Paper Manufacturers Association (IPMA) in a statement said the Union Budget lays a strong emphasis on boosting consumption, manufacturing and sustainability, which aligns well with the growth of the paper industry in India. The industry appreciates the government's continued focus on economic growth, which has a direct bearing on the demand for paper and packaging materials across multiple sectors, said IPMA President Pawan Agarwal. The Budget's thrust on the manufacturing sector, including MSMEs, will contribute to increased demand for paper-based packaging, an eco-friendly alternative to single-use plastic, it added. Policy incentives aimed at encouraging recycling, and the use of sustainable raw materials would further strengthen the Pa

Budget 2025: Strategic petroleum reserves see Rs 5,597 cr allocation boost

Petroleum Ministry gets funding to explore sedimentary basins for hydrocarbons

Budget's focus on clean energy to push sector growth: RE industry

The renewable energy industry has hailed the Union Budget 2025-26, saying the focus on clean power, manufacturing, and sustainability will push the sector's growth. Union Finance Minister Nirmala Sitharaman presented her record eighth straight Union Budget in the Lok Sabha on Saturday. Vineet Mittal, Chairman of Avaada Group said strategic initiatives like global manufacturing clusters and clean tech advancements under National Manufacturing Mission will position India as a global industrial powerhouse. Sumant Sinha, Founder, Chairman & CEO, ReNew said the Rs 20,000 crore allocation for nuclear energy and proposed legislative reforms demonstrate a forward-thinking approach to energy security and decarbonization. Nikhil Sawhney, Managing Director, Triveni Turbines said, "We see these initiatives as a catalyst for innovation, sustainability, and self-reliance, reinforcing India's leadership in advanced energy solutions." Sharing his views, Abani Jha, CFO, Saatvik Green Energy said .

Rs 20K cr for research, AI, geospatial initiatives to drive R&D: Industry

The Rs 20,000-crore allocation to drive research, the expansion of AI and geospatial initiatives and further push to Atal Tinkering Labs are some of the significant steps taken in the Union Budget 2025-26 to strengthen the country's research & development (R&D) ecosystem, but the country needs more, industry players said. Union Finance Minister Nirmala Sitharaman has allocated Rs 20,000 crore to the Department of Science and Technology to promote private sector-driven innovation. Sitharaman further said 50,000 Atal Tinkering Labs will be set up in the next five years to cultivate scientific temper in young minds. The 2025 Union Budget marks a significant step forward in strengthening India's R&D ecosystem, Shirshendu Mukherjee, Managing Director, Wadhwani Innovation Network, said. "The Rs 20,000 crore allocation for private & public sector-driven research, the expansion of AI and geospatial initiatives, and the push for Atal Tinkering Labs demonstrate the government's .

Capex to consumption: Budget 2025 is growth formula amid global headwinds

Budget 2025 Highlights: The budget's emphasis on consumption-oriented measures, coupled with a relatively modest increase in capital expenditure allocation, signals a shift in focus

Budget 2025 reinforces India's strong macro positioning in a fragile world

Budget 2025 Highlights: The Budget is likely to be positive for sectors like FMCG, Auto, consumer durables, EVs, Battery, Travel and Retail

Union Budget 2025-26: Consumption over capex, rise of the middle class

Budget Highlights: The personal taxation relief for the middle class should be positive for discretionary spend, particularly in autos, jewellery, travel and somewhat in real estate

Budget 2025-26: A Bold move to spur growth and support consumption

Budget 2025 Highlights: It is important to note that in 2025, investors will make money, albeit at a slower pace. Right stock picking will be key to creating wealth

Congress' Priyanka Gandhi criticises Budget for not 'addressing inflation'

Further talking about GST, she alleged that everyday items have been taxed, increasing costs for people, which in turn has made it difficult for people

Hospitality sector gets a boost in Budget with tourism-focused measures

Experts say domestic, international, spiritual and medical tourism set to receive a significant boost

Budget 2025: Govt to develop top 50 tourist spots, streamline e-visas

The land for building key infrastructure in these destinations will be provided by states

Will Budget tax relief help BJP energise Delhi's middle class voters?

Banking on the Budget's tax relief, the BJP seeks to energise Delhi's middle class; the AAP is doing its bit too. But will their outreach mobilise this politically crucial yet disengaged electorate?

Budget 2025: Focus on domestic consumption amid global uncertainties

The Budget contains facilitation measures to help exporters of handicrafts, leather goods, and marine products

Will Budget boost NDA's prospects in Bihar polls with infra, I-T relief?

Will the 2025-26 Budget's focus on Bihar's infrastructure, agri, and flood management swing the 2025 polls in the NDA's favour, and how will I-T relief for the middle class pay off in the rural state

Budget 2025 impact: Street overweight on consumption and largecaps

Largecaps remain the preferred investments for most brokerages