Budget Interviews News Today

Arpit Jain, Joint Managing Director at Arihant Capital Markets expects the government to keep infrastructure, defence, and railways in focus in the Interim Budget 2024.

Rupen Rajguru, Head Equity Investments and Strategy, Julius Baer India, expects the Interim Budget to record better fiscal balances, generating space for higher social spending. He also expects the government to announce sops for the middle class and rural segments.

It is unlikely that the government would propose any increase in exemption limit under section 80C would be considered under the old tax regime.

The introduction or enhancement of tax rebates can act as a catalyst, encouraging prospective homebuyers to enter the market.

Pramod Amthe, Head Of Institutional Equity Research at InCred Capital expects a muted allocation for the infra sector in the Budget, but announcements for the next five years could provide a roadmap for the sector.

He talks about the expectations from interim Budget, sectors that are expected to do well, why this is the right time to invest in large cap funds and IT stocks, future of debt securities, apart from his views on cryptocurrencies as an asset class

Anil Rego, CEO and Fund Manager at Right Horizon, PMS, expects the government to focus on infrastructure development in Budget 2024, including ports, airports, railways, and highways.

Satish Menon, Executive Director of Geojit Financial Services expects new initiatives to boost manufacturing in India and government expenditure on Infra to flourish in Budget 2024.

JM Financial AMC’s chief business officer shares his views on the forthcoming Budget, top performing sectors of 2023, popularity of SIP route for mutual fund investment, and last but not the least — key investing advice for retail investors.

He says the upward trajectory has been driven by a multitude of factors which include higher economic growth, clarity on political situation and the end of rate hike cycle by the Fed. While sharing his future outlook, he says the capital goods will continue to perform well in the next year.