At this stage, we are looking for liquidity support to be able to participate in the retail growth.
This Union Budget is a transformational and a welcome move for the foreign investors.
We have passed the sweet spot. Markets were due for a bit of correction and that is happening.
Don’t think govt will want to deter foreign investors with a very big tax.
In order to to hit Rs 20 lakh cr investment in infra, there needs to be a lot of investment from the private sector.
FM took first step in making structural change in the long term debt market.
We are very much set on the path to lower interest rates, says Credit Suisse MD.
Government has got its priorities right in focussing on infra and fiscal consolidation, says the Nomura MD
If growth improves, the biggest beneficiary would be the 50-60K super rich paying more cess.
I do not think this will revive the market in the short term, says Helios Capital founder.
"If government’s shares are sold to another PSU, that is really not disinvestment."
The underlying idea or the focus of this Budget has been to spur growth.
The Budget did its best to alleviate concerns in the financial market.
Another very important aspect of the budget is the whole NBFC piece.
There is a big push for infrastructure spending, promotion of rental housing, says BSE CEO.
Estimated tax revenue for FY2020 has been revised downward by around Rs 50,000 crore.
Show me which bond market in the world is not at all-time high?
India has to really create a Made in India option to Made in China for the world.
Aiyar expressed uneasiness over what he called a very high disinvestment target.
"The NBFC resuce package is a good gesture, at least it is a good mechanism to start with."
Welcome raising minimum public shareholding for listed companies to 35%
Any negatives on growth resumption and/or fiscal slippages could derail this momentum.
Body blow to HNIs by levying high surcharge on the rich, Ambani said.
The FM's speech highlighted key milestones achieved under Bharatmala scheme.
It is surprising that FM did not say anything about fiscal deficit or incomes.
From Monday, things would be back to normal says MOFSL MD & co-founder
Best feature of the Budget is the Rs 70,000-crore bank recapitalisation
The key issue in the Budget remains the transfer of RBI’s ‘surplus’ capital.
The government must be looking at some place from where it can fulfil these aspirations.
Interest rates coming down is something which is big news for India.
For India, a 7-8 per cent GDP growth rate should be the cycle bottom, not 5-6 per cent.
This is the time for the govt to boost spending to offset the private sector slowdown.
Tune in: How feasible are Economic Survey’s visions?
Expect Sensex at 42,000 by year end; broadly, this is a stock picker’s market.
The Budget could set the policy for the next five years, says the market expert.
Financial services ecosystem has to be geared towards the next investment cycle.
One of the key agendas of the government is to try and turn India into a $5 trillion economy.
As Finance Minister Nirmala Sitharaman readies to unveil her maiden Union Budget on July 5, Shubhada Rao, Chief Economist, YE...
Patil is overweight on corporate and retail-focused private banks.
Doing too much at the expense of longer term policy goals would be a missed opportunity.
Days before first Union Budget of Modi 2.0, market veteran Kenneth Andrade, Founder & CIO, Old Bridge Capital, articulate his...
The slowdown is the lagged impact of weak investment cycle and weak housing market.
In another 6 to 12 months, we would be looking at a much broad-based recovery.
Capital gains tax regime in India not the reason for weak investment or demand, says Glovista Co-founder
A move above 11,920 might pull the index towards its life high.
Government cannot keep increasing tax collections and not spend as much and revive the economy.
The Budget will have more rational triggers for the Indian stock market.
I anticipate that there is a chance of further rate cuts in India, says Adrian Mowat.
Don’t see any meaningful triggers from this or next year’s budget, says the MOSL research head.
As Nirmala Sitharaman prepares to present the first budget of Modi Sarkar 2.0, Mihir Vora, Director, CIO of Max Life Insuranc...
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