Shibani Sircar Kurian on 3 key factors to watch out for from Budget 2024

economictimes.indiatimes.com:

«One is the kind of impetus that the government has always placed on investment and therefore what is the kind of growth that you are expecting from the capital expenditure side vis-a-vis the revenue expenditure, so that is one number to watch out for,» says Shibani Sircar Kurian, Kotak Mahindra AMC.

What is the market expecting from the budget, does not seem like there is going to be any tinkering on the capital gains taxes at least, but yes, the market is waiting and watching whether it is going to be the budget or it is going to be something from SEBI with regards to options trading for sure.
Shibani Sircar Kurian: So, if you look at the budget, of course, the budget sets the policy tone for the rest of the year and also sets the agenda for the government during its term.

So, the way we are looking at it, three key factors to note, especially in terms of their impact on both the economy and hence markets.

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One is the kind of impetus that the government has always placed on investment and therefore what is the kind of growth that you are expecting from the capital expenditure side vis-a-vis the revenue expenditure, so that is one number to watch out for.

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