Expert view: A hefty pre-budget rally unlikely; focus on proxy-play approach, says Green Portfolio co-founder
4 days, 17 hours ago

Expert view: A hefty pre-budget rally unlikely; focus on proxy-play approach, says Green Portfolio co-founder

Live Mint  

Expert view: Divam Sharma, co-founder and fund manager at Green Portfolio, believes that since Budget 2024 was a populist budget, the Union Budget 2025 may bring a little break for the middle class. Since the last budget was a populist budget after the BJP regained power for the third time in general elections conducted last year, we expect the Union Budget 2025 to bring a little break for the middle class comparatively, considering the low level of consumption trends this year, especially the rural demand. As we approach 2025, the path to smart investment may seem challenging, but focusing on key sectors can prepare you to beat market volatility, shifting government policies, and rapid technological advancements. By targeting mid and small-cap companies within the growth sectors and leveraging the proxy-play strategy, investors can stay resilient and expect to achieve consistent returns to outperform the market in 2025.

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History of this topic

Budget 2025: Date, time, and what to expect
Trending News
1 week, 4 days ago

Budget 2025: Date, time, and what to expect

India Today  

The countdown to India’s most significant financial event has begun. With the Union Budget 2025 on the horizon, the nation eagerly awaits the announcement of key policy changes, tax reforms, and welfare measures. Finance Minister Nirmala Sitharaman is all set to present the Union Budget, and the day is bound to set the stage for economic growth and governmental strategies. …

Budget 2024 Expectations: A look at key sectors that will be in focus this year
11 months, 2 weeks ago

Budget 2024 Expectations: A look at key sectors that will be in focus this year

Live Mint  

Finance Minister Nirmala Sitharaman is set to present the interim Budget 2024 that is expected to outline estimates for revenue, expenditure, financial performance, fiscal deficit, and projections. Read here: Budget 2024: No change likely in capital gains taxes this time, says Hemant Sood of Findoc Meanwhile, Niraj Kumar, Chief Investment Officer at Future Generali India Life Insurance Company, added that …

Budget 2023: Major highlights from Finance Minister Nirmala Sitharaman’s speech
1 year, 11 months ago

Budget 2023: Major highlights from Finance Minister Nirmala Sitharaman’s speech

Live Mint  

Nirmala Sitaraman candle and her angle to budget is the capex of 10,00,000 crore in 2023-24 with decrease in fiscal deficit of just 5.9%, much less as compared to previous 6.4% and more to this is the confidence of the finance minister, confidence that she will bring it down to 4.5% by next year. You will also be thrilled to …

Which sectors may rally? How markets trend in pre- and post-budget period
1 year, 11 months ago

Which sectors may rally? How markets trend in pre- and post-budget period

Live Mint  

Union Budget 2023-24 is less than two weeks away and expectations are of a populist budget ahead of elections next year. Explaining markets performance in prepare & post Budget trade in the last 5 or10 years, Divam Sharma, Founder at Green Portfolio a Sebi registered portfolio management service provider, said, "it has mostly been buy the rumour and sell the …

Budget 2022 is going to put India into a higher growth trajectory: Ranjit Jha
2 years, 10 months ago

Budget 2022 is going to put India into a higher growth trajectory: Ranjit Jha

Deccan Chronicle  

Rurash’s founder CEO Ranjit Jha feels positive about Budget 2022 and says “It’s a growth-focused budget.” The fintech enthusiast is already on the lookout for sunrise opportunities and is hopeful that the “objective” of increasing investment levels will put India onto a higher growth trajectory. When we asked for a hint of the sunrise opportunities, he told us, “AI, geospatial …

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