Indian markets show a recovery but face a "kangaroo market" due to global risks like West Asian tensions and oil price volatility. Investor...

Nilesh Shah, MD & CEO of Envision Capital, highlights the budget's focus on consumption with tax cuts raising exemption limits. This measur...

I think it clearly shows a lot of conviction and boldness on the part of the government. To assume that yearly taxes are going to keep risi...

All this spending to boost the growth rates, while being inclusive, has not deviated the FM from the path of fiscal prudence.

“India can adopt mobile handset makers’ template to develop manufacturing base.”

"If we can create a Budget which is pro-growth and which supports consumption that encourages domestic savings to fund domestic investments...

If RBI cuts interest rates, I am sure yields will go further down and that will release more capital in the hands of PSU banks to manage th...

"Rs 25,000 crore is slightly below what the market had expected for bank recapitalisation"

"Over the weekend, the markets will go through the fine prints and start to realise that this is a budget for the long term."

"So I clearly believe this is a budget of the core sectors, there is very little for the financial sector and very little for the markets."

"In order to create investments, you have to give either sops like lower fiscal deficit or better execution or opening up of defence and ra...

We are in a multi-year bull market. There is really no doubt about that, and in bull markets, corrections are sharp, says Envision Capital'...

I think subsidies is going to be the biggest driving factor of the budget this year.

In terms of market development lot of steps have been taken in the Union Budget 2012-13 which will have long term positive effect.

Union budget 2012-13 has put an end to a lot of speculation as to what that number of fiscal deficit could be.

Nilesh Shah, MD & CEO, Envision Capital, in a chat with ET Now, gives his expectations for Budget 2012

We will probably see a lot of steps and initiatives being taken in this Budget and so to that extent, the market has built up a lot of expe...