Index Market Analysis π©π©
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π Key Budget Highlights: India Fiscal Year 2025
The government will be focusing on Vikasit Bharat 2047 with a focus on four central pillars - Empowering the poor, Women, YouthΒ andΒ Farmers.
πInfrastructure Development:
- FY25 Capex Target: Set at Rs 11.1 lakh crore, up 11.1%.
- Infrastructure Outlay: Raised to Rs 11.11 lakh crore, representing 3.4% of GDP.
πTax Reforms:
- Tax Withdrawals: Government to withdraw direct tax demands up to Rs 25,000 for individual taxpayers, benefiting 1 crore taxpayers.
- Tax Receipts Target: Rs 26.02 lakh crore for fiscal 2025.
- Tax Benefits Extension: Tax benefits for startups and funds extended to March 2025.
πRevenue and Expenditure Estimates:
- Total Receipts (excluding borrowing): Estimated at Rs 30.80 lakh crore for FY25.
- Total Expenditure: Estimated at Rs 47.66 lakhΒ croreΒ forΒ FY25.
- Revenue Receipts Estimate: Expected higher than budgeted revised estimate.
- Tax receipts estimated at Rs 26.02 lakhΒ croreΒ inΒ FY25.
πFiscal Deficit Update:
- Revised FY24 Fiscal Deficit: Down to 5.8% of GDP.
- FY25 Fiscal Deficit Target: Set at 5.1% of GDP.
- FY26: Fiscal Deficit Target at 4.5% of GDP
- FY25 Market Borrowing: Gross market borrowing pegged at Rs 14.13 lakh crore, with net borrowing at Rs 11.75 lakh crore.
πRail and Aviation Expansion:
- Metro Rail and Namo Bharat: Expanded to more cities.
- Vande Bharat Coaches: Conversion of 40,000 rail bogies.
πGreen Push in Mobility and Energy:
- Coal Gasification and Liquefaction: Capacity of 100 million tonnes by 2030.
- E-mobility: Greater adoption of e-buses; blending of CNG and biogas mandated.
πElectric Vehicle Support:
- EV Ecosystem Strengthening: Government support for manufacturing and charging infrastructure.
- Bio Manufacturing Scheme: To promote green growth.
πInnovation and Defence:
- Innovation Fund: Rs 1 lakh crore for deep tech, particularly in the defence sector.
- Private Sector Participation: Encouraging private players for R&D in defence.
πTourism Development:
- Island Projects: Tourism initiatives in islands, including Lakshadweep.
- Spiritual Tourism: Encouraging states to develop iconic tourist spots.
πAgricultural Initiatives:
- PM Kisan Sampada Yojana: Benefitted 38 lakh farmers; emphasis on private and public investment in post-harvest activities.
Nano DAP Application: Expanded across all agro-climatic zones.
- Combatting Diseases: Efforts to fight foot and mouth disease; support program for dairy farmers.
Aqua Parks: Five integrated aqua parks to be established.
πTechnology and Youth Development:
- Interest-Free Loans for
Innovation: Rs 1 lakh crore corpus with 50-year interest-free loans for tech-savvy youth to encourage research in sunriseΒ sectors.
3οΈβ£ Things That Will Decide The Market Today π
π΄ GIFT NIFTY traded 36 points higher at 21,830 signalling that the Indian stock market is headed for a positive start.
π΄ U.S. stocks fell sharply on the last day of January as the Federal Reserve decided to keep interest rates unchanged, dashing hopes for an imminent rate cut. The three major indexes were dragged down further by weakness in tech and tech-related mega-cap stocks following disappointing Alphabet results.
π΄ The Indian Volatility Index declined at minimal yet holding the levels of 16.05 far ahead of the normal threshold, ahead of the interim budget discussions today.
3 Things that will decide the market today πΉ
Β·Gift Nifty traded 58 points lower at 21,612 signalling that the Indian Stock Market is headed for a negative start today.
.The S&P 500 ended a little lower after reaching a high during the day, ending at -0.06%. The tech-heavy Nasdaq did not perform well on Tuesday, ending down by 0.76%, as people awaited big companies' earnings reports and meetings held by the Federal Reserve. The Dow Jones closed higher at 0.35%.
Β· India VIX gained by 2.69%, to the level of 16.10, indicating cool off in the volatility
3οΈβ£ Things that will decide the market today π
Β·Gift Nifty traded 8 points higher at 21,963 signalling that the Indian Stock Market is headed for a positive start today.
Β· The S&P 500 gained momentum driven by optimism encircling upcoming earnings releases from mega-caps, economic indicators, and the Federal Reserve's monetary policy meeting.
Β· India VIX gained by 13.09%, to the level of 15.68, indicating higher volatility.
