The Indian franchisee of U.S. shared office space manager WeWork has filed for an initial public offering in Mumbai, draft papers filed by the company showed.
Nifty earnings are expected to remain subdued in FY25 but rise significantly in FY26, with an 18.3% EPS growth forecast. This outlook is supported by a consumption-focused Budget, tax rebates, improved rural economy conditions, and better government capex growth. Analysts also anticipate a rate cut cycle starting soon, boosting market sentiment.
The Union Budget 2025 focuses on fiscal discipline, capital expenditure, and consumption to drive long-term growth. Key measures include tax incentives for the middle class, a INR 1.5 lakh crore interest-free loan for states, and infrastructure reforms. Emphasis on deregulation and business-friendly policies aims to foster a conducive environment for economic expansion.
The Union Budget 2025 shifts focus to consumption, benefiting sectors like FMCG, auto, and real estate. Personal income tax cuts offer Rs 1 lakh crore stimulus, driving economic growth. The capex allocation remains moderate, signaling a slowdown in infrastructure investment. Investors are advised to focus on consumer stocks and avoid capex-heavy sectors for long-term gains.
The Union Budget 2025 focuses on tax breaks for the middle class, boosting consumption, and a modest rise in capex. While capex impacts rail, defence, and infrastructure sectors, sectors like consumer durables, auto, jewellery, and e-commerce benefit. Market experts foresee Nifty EPS growth and recommend investing in sectors like auto, FMCG, healthcare, renewables, and select banks.
Indias demographic dividend is shrinking, raising concerns about economic growth. While the nation is poised to become the third-largest economy by 2030, challenges like the middle-income trap and an aging workforce persist. Smart investing, financial literacy, and technology-driven investment tools can empower youth to build wealth and contribute to economic progress.
