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REVEX
India’s GDP growth to ease to 7.2% in Q3FY26: ICRAIndia's GDP growth is expected to slow to 7.2 percent in the third quarter of fiscal year 2025-26. This moderation is driven by slower expa...- Neelkanth Mishra: Capital flows to return as growth strengthens, not concerned about fiscal or CAD after GST cutIndia’s GST rate cuts won’t affect fiscal stability, says Neelkanth Mishra, Chief Economist at Axis Bank. He expects growth momentum to acc...
- This is the Budget we needed to act as a tonic for us in these difficult times: Saurabh MukherjeaSaurabh Mukherjea praises the latest Budget for its pro-poor, pro-middle class, and pro-SME stance, highlighting significant tax cuts and i...
- Managing fiscal deficit: Can Budget 2025 balance growth and prudence?India Budget 2025: With growth lagging and inflation unpredictable, the upcoming FY2026 Union Budget must support fiscal stability while ad...
- Private Banks, Pharma, IT to thrive in 2025 amidst market volatility: Sumit BhatnagarOne obviously is the Trump presidency. He is the most unpredictable man and leading a $30 trillion economy, the world's most powerful count...
- Nifty headed for ruthless winter if ‘tale of 2 halves’ theory doesn't come trueEconomic analysts and stock market observers anticipate improved performance for India in the second half of FY25, owing to softer crude pr...
- Stuck with defence stocks? Ravi Dharamshi explains how he spotted the downtrend earlyWe enter any particular sector with a rolling 3-5 years view to earn minimum compounded returns of around 15%. So either it doubles in five...
- Budget 2024: Expecting incremental shift towards RevEx & continued thrust on capex: Ravi DharamshiRavi Dharamshi expects the Budget to stress revenue expenditure, capex, rural distress, PM Awas Yojana, energy transition, and private sect...
- Sensex, Nifty can fall up to 10% with bigger crash in smallcaps, warns EmkayEmkay Global cautions of a potential 5-10% correction in Sensex and Nifty amid a post-election market rally. Smallcap and midcap stocks cou...
- ‘Make in India’ under a cloud takes shine off manufacturingInvestors sold manufacturing and infrastructure shares amid concerns over the BJP-led coalition government's performance in the elections, ...
- Lok Sabha election results: Nomura says India's economic fundamentals remain robust"Our assessment is that India's economic fundamentals remain robust. Reforms in India have generally survived the test of politics and we e...
- Why low inflation, slow growth might become the new normalIndia is on the cusp of a macro regime change - from a high growth-high inflation regime to a low growth-low inflation one. Growth is likel...
- FY24 will see a substantial moderation in nominal GDP growth: Sonal VarmaSo if real growth is lower, we do think tax buoyancy numbers will also be on the softer side. So, Budget assumption is of around 10.5% on n...
- Despite slew of polls ahead, prospects of populist budget appear bleakOn revenue side, lower tax buoyancy could be partly countered by higher RBI dividend and still-healthy assumption of divestment proceeds. "...
- Crystal gazing into 2023: 4 top factors that will set the tone for investorsAn elevated fiscal deficit with persistent 5-6% inflation will keep borrowing costs high. Given sticky core inflation, the RBI’s monetary p...
- Is there more risk to the Indian rupee hereon? 5 key factors to trackThe rupee should depreciate to Rs82 in FY23 as compared to Rs75.8 at the end of FY22 based on the premise that rising trade deficit and ste...
- Infra push, boost to rural India: What 8 foreign brokers say ahead of BudgetGoldman Sachs said that the government needs to strike a balance between boosting rural demand and investing in infrastructure. This broker...
- What to expect from today's Budget? Economic Survey dropped a few hintsEven as the Economic Survey has raised concerns on elevated inflation, the government would remain pro-growth in its Budget and would focus...
- CEA Krishnamurthy Subramanian explains the economic rationale behind Modi govt's policy response to CovidIncreasing only revex is myopic while increasing capex is far-sighted as the former increases aggregate demand ephemerally, while capex gen...
- The shift in government spending from capex towards revex is retrograde: Saurabh Mukherjea, Ambit CapitalMy three takeaways from yesterday’s budget would be TVS Motors, Ashok Leyland and PI Industries
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