GAGA Share Market News

[hfe_template id='11223'] [ad_1] As the D-Street trains its guns on Budget 2025, due for announcement in a few hours, top brokerages have suggested themes for investors that could turn into potential winners. While the impact of the budget on stock markets has been on a falling curve over the past many years with the government undertaking reforms outside the purview of the annual financial plan, the expectation this time is of a balancing act between infrastructure spending and social reforms, say brokerages. There is a consensus view that the government could increase capex allocation by 10-15% for FY26. Moreover, the Street will cheer the government sticking to a fiscal deficit target of 4.5%. Brokerages expect a slew of announcements for financials, defense, railways, power, health, consumption and automobiles. "The budget is expected to prioritise high-speed rail projects, electrification, modernisation, and green initiatives, alongside enhancing tourism-focuse...