Budget Expectations: What Everyone's Actually Watching
For
As Budget Day approaches, there's one thing everyone wants—growth, but without
messing up the fiscal math. With global mess, inflation worries, and our own
capex story going strong, people want stability and smart spending, not flashy
giveaways.
Fiscal Discipline First
Markets expect the government to keep deficit targets intact. But there's room
for smart spending—infrastructure, manufacturing—without spooking bond
investors or rating agencies.
Capex Still King
Big hope is continued heavy allocation for roads, railways, defense, and
renewables. Capex works—it pulls in private money and creates jobs. No one
wants that slowing down.
Tax Relief, But Realistic
Don't expect big tax cuts. Maybe tweaked income slabs, higher standard
deduction—small relief to boost spending. Businesses just want no shocks.
Manufacturing & MSME Push
Industry wants better PLI incentives, easier MSME credit, simpler rules, and
faster GST refunds. Make it easier to do business.
Rural & Inflation Watch
Food prices are still jumpy. Expectations include agri support, better storage,
and rural employment—boost demand without market chaos.
Green Push Continues
More money for renewables, EVs, green hydrogen, climate
infrastructure—long-term bets on sustainability.
Market Mood: Steady Wins
Investors want predictable policy. No drama. Just credible reforms and
long-term commitment.
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