Union Budget 2025: Key Sectors, Stock Market Impact, and Investment Opportunities
Published on: January 17, 2025
Overview
As India gears up for the Union Budget 2025, expectations are high for initiatives aimed at boosting economic growth while maintaining fiscal discipline. This blog explores the potential impact of the budget on key sectors, stock market performance, and investment opportunities.
Key Sectors to Watch
Agriculture
The government is expected to introduce reforms to enhance farmer welfare and productivity. Anticipated measures include easing loan repayment norms and increasing the coverage of Minimum Support Price (MSP). Reduced GST on agricultural inputs like seeds and pesticides is also expected.
Companies to Watch: UPL Limited, Coromandel International.
Automobile
Sustainable mobility is a key focus, with potential GST reductions for hybrid and electric vehicles. These initiatives aim to bridge the gap between traditional and electric mobility.
Companies to Watch: Tata Motors, Mahindra & Mahindra.
Real Estate
Real estate expects measures to boost housing demand, including higher tax exemptions on housing loans and granting industry status to the sector for better funding access.
Companies to Watch: DLF Limited, Godrej Properties.
Electronics Manufacturing
The government plans to enhance local electronics production through a ₹25,000 crore Production-Linked Incentive (PLI) scheme. This initiative aligns with the 'Make in India' campaign.
Companies to Watch: Dixon Technologies, Bharat Electronics Limited (BEL).
Pharmaceuticals
Streamlining regulations and promoting R&D are priorities for this sector. These measures will reinforce India's position as a global pharmaceutical hub.
Companies to Watch: Sun Pharma, Dr. Reddy's Laboratories.
Textiles
The textile sector is poised for financial incentives and tariff reductions, aiming to boost domestic production and capture a larger share of global markets.
Companies to Watch: Vardhman Textiles, Arvind Limited.
Stock Market Outlook
January 2025 is expected to be a volatile month for the Indian stock market, influenced by global events and domestic budget announcements. Investors should focus on sectors with favorable policies and monitor key stock levels.
Key Stock Levels
Tata Consultancy Services (TCS): Support at ₹3,500, resistance at ₹4,000.
Infosys: Support at ₹1,400, resistance at ₹1,700.
HDFC Bank: Support at ₹1,500, resistance at ₹1,800.
ICICI Bank: Support at ₹800, resistance at ₹950.
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