Quote On Union Budget 2025 by Prabhakar Kudva, Co founder & Director, Samvitti Capital Pvt Ltd

Below the Quote On Union Budget 2025 by Prabhakar Kudva, Co founder & Director, Samvitti Capital Pvt Ltd
The Union Budget 2025-26 presents a positive outlook, boosting consumption while maintaining realistic capital expenditure targets. The sharp reduction in fiscal deficit should please both the bond markets and the Indian Rupee. With this solid fiscal foundation, focus now shifts to the RBI and MPC for potential monetary easing and liquidity improvement measures. The key trigger for the market remains the comeback of gdp/earnings growth and the impact of new US policies.
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