Union Budget 2024-25 Analysis with Experts

"if we look at it in the larger scheme of things, its impact will be very less. Particularly, if we talk about 10-15 years, then it means that from a long term perspective, the impact will be less."

"this budget should be seen for the next five years or 10 years, what the government wants to do in the next five or 10 years. And if we look at it from that perspective, then we will feel that the building blocks which are our economy today, we call it an emerging economy, but 10 years from today, our emerging economy The economy will become a developed economy, so this journey from emerging economy to developed economy, we feel that this budget is the building blocks for that journey"

"Therefore, I think that the rural focused stocks which focus more on rural within FMCG and also the rural focused stocks in consumer discretionary can do better in the next one year in my opinion. And if you also add to this that the monsoon is a little better, then perhaps their good days have come."

"I think its immediate impact will be a little less, there will be a little long dated income impact in the next three to ten years"

"this allocation of Rs 2.2 lakh crore will not directly benefit the real estate companies, but yes, the very small companies which will work a little more on affordable housing, those companies may benefit... So the companies which work specifically in housing construction, building construction, those companies will benefit from this, similarly cement companies will also benefit from this. Now in this construction, we see that steel pipe companies use some of their structural products, so they will benefit, so the company will benefit from construction related things. On the banking side, because right now these are all affordable housing houses, so the housing finance companies which give small sized loans, those companies will also benefit from this."

"due to this, I think the big companies who are gold jewellery retailers, they can benefit"

"I do n't think it will have much impact. However, for those who speculate on short-term capital gains, there will be a greater impact, it has been 15 to 20%."

"So our understanding is that the path of fiscal consolidation that has been followed by the government... the fiscal deficit that will be reduced will be very positive for the overall economy as well as for the banking sector in particular."

"the trend of them being beneficiaries will continue in the times to come. But you also have to understand that now when we reach around 80% penetration, then perhaps we can say that after next year, two, three years, this growth will start to taper off a bit, specifically for such projects."

"the entire ecosystem from battery manufacturer to EV manufacturer to wind energy producers, solar energy, there are many segments which will have a lot of significance for the next 10 years."

"And the performance gap that we saw between capex oriented stocks and consumer stocks, I feel that in the next 12 months we will see that performance gap reducing."

"the participation of consumer oriented stocks which was not happening due to their weak earnings, we will see a change in that and some improvement in earnings due to all these steps, we feel in the next 6 to 12 months"

"if we look at it in the larger scheme of things, its impact will be very less. Particularly, if we talk about 10-15 years, then it means that from a long term perspective, the impact will be less."

"10 years from today, our emerging economy The economy will become a developed economy"

"the rural focused stocks which focus more on rural within FMCG and also the rural focused stocks in consumer discretionary can do better in the next one year in my opinion."

"its immediate impact will be a little less, there will be a little long dated income impact in the next three to ten years"

"the very small companies which will work a little more on affordable housing, those companies may benefit"

"the construction companies and even cement companies can benefit from it."

"steel pipe companies use some of their structural products, so they will benefit"

"the housing finance companies which give small sized loans, those companies will also benefit from this."

"when the next season comes, the festive season, which will be the marriage season, they can also provide stimulus for the demand, so due to this, I think the big companies who are gold jewellery retailers, they can benefit"

"for those who speculate on short-term capital gains, there will be a greater impact"

"the fiscal deficit that will be reduced will be very positive for the overall economy as well as for the banking sector in particular."

"the builder companies which help in executing this project or the pipe companies which provide pipes in this case, the trend of them being beneficiaries will continue in the times to come."

"after next year, two, three years, this growth will start to taper off a bit, specifically for such projects."

"all the energy companies in the solar segment, be it cell manufacturers or all the energy companies, they definitely benefit."

"all the companies related to wind energy benefit."

"I feel that in the next 12 months we will see that performance gap reducing."

"the participation of consumer oriented stocks which was not happening due to their weak earnings, we will see a change in that and some improvement in earnings due to all these steps, we feel in the next 6 to 12 months"