Budget 2025: Consumption gains focus, capex disappoints market expectations – Budget Outlook

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The Union Budget 2025 has shifted focus from capex to consumption, sparking market reactions. Sunil Singhania, Founder, Abakkus Asset Manager analyzes this shift, emphasizing fiscal prudence, tax benefits, and the balance between consumption and capital expenditure. While consumption stocks gained, long-term growth requires capex investments. Market trends will also depend on RBI policies, global factors, and investor sentiment.



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