Perspective on expectations from Union Budget 2025-26 by Mr. Sorbh Gupta, Senior Fund Manager - Equities, Bajaj Finserv Asset Management
Below the Perspective on expectations from Union Budget 2025-26 by Mr. Sorbh Gupta, Senior Fund Manager - Equities, Bajaj Finserv Asset Management
“The domestic growth is undergoing a transitory slowdown. Leading consumer companies have highlighted good pick up in rural consumption. However, urban consumption is slow. The uncertain outlook on global trade (impending US tariff policies) has added haziness to the near-term outlook. The union budget will play a crucial role in shaping the direction of government spending, whether it focuses on boosting consumption or continuing with capital expenditure. The fiscal consolidation roadmap is expected to remain largely intact.”
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