Expert Insights: Upcoming Budget’s Potential Impact on Markets

Get insights from Sandeep Tandon on budget expectations, market reactions, and investment themes like consumption and renewable energy.

sandeep tandon

Today, we’re talking about what to expect from the markets. Sandeep Tandon, the Chief Investment Officer at Quant Mutual Fund, thinks that the Prime Minister, Mr. Modi, seems really determined to boost spending in the economy. This kind of energy might lead to good news for markets, and even a small positive change could make a difference.

As we approach the budget announcements, the expectations are low, which means we could see some surprises. Sandeep believes that if the government reduces taxes and encourages spending, it can help businesses and ordinary people. He also thinks that this budget could support the consumption theme and areas like renewable energy and infrastructure.

There’s been some nervousness in the markets lately, especially for smaller companies. But Sandeep suggests that this might be a good time to invest in certain stocks because many have already reached their low points. He believes that 2025 could be a year where stock opportunities will shine.

When the markets open on Monday, the budget’s impact will be the main focus. If the government makes strong decisions, it could lead to long-lasting benefits for the economy. However, if the responses are disappointing, we might see a quick return to usual market discussions about global issues.

Looking at foreign investments, Sandeep feels India is less vulnerable compared to the US market, given that the US is facing some risks. He thinks we might see a shift back to India if the US market faces a big decline. There’s also a sign that foreign selling in India is slowing down, which could be a positive sign moving forward.

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