ETMarkets Smart Talk: Budget 2025 could drive India’s $5 trillion economy ambition, says Amisha Vora
“Budget 2025 is expected to focus on priming the economy with GDP growth estimated at 6.5-6.8% in FY26,” says Amisha Vora, Chairperson and Managing Director PL Capital — Prabhudas Lilladher.
In an interview with ETMarkets, Vora said: “Prioritizing sectors like railways, renewable energy, and logistics, defence, ports, infra, data centre, etc. while balancing fiscal discipline, could really accelerate economic momentum,” Edited excerpts:
Thanks for taking the time out. The month of January started on a roller coaster note ahead of the big domestic event – Union Budget 2025. Do you see some recovery in the market post the event?
We believe that the market is currently adjusting to the reality of a slowdown in the economy, impacted by reduced government capex and tepid consumer demand.
However, as food inflation peaks and government capex gains momentum, we expect a gradual recovery to set in. Sectors like railways, defence, power, and data centers are already witnessing robust ordering activity.
A growth-focused budget that stimulates spending and addresses fiscal priorities could drive market sentiment and set the stage for FY26 growth.
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