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This Article is From Feb 01, 2025

Union Budget 2025: A Precursor To Long-Term Policy Intent? Motilal Oswal's Analysis

The FY26 budget has higher significance than an annual budget, as it will be the first full-year budget of NDA’s new term.

Union Budget 2025: A Precursor To Long-Term Policy Intent? Motilal Oswal's Analysis
The FY26 budget has higher significance than an annual budget, as it will be the first full-year budget of NDA’s new term.(File Photo / Source:  Union Budget 2022/ FM X account)

Given the current backdrop of worried equity markets, weakening consumption impulse, and sluggish government capex, the FY26 Union Budget can potentially be more than a regular annual exercise.

NDTV Profit's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer NDTV Profit's subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

The upcoming FY26 Union Budget holds potential in the currently downbeat equity sentiments, even though the budget's scope of influence has shrunk over the years – due to extra-budgetary policy overdrive by the ruling NDA government.

Given the current backdrop of worried equity markets, weakening consumption impulse, and sluggish government capex, the FY26 Union Budget can potentially be more than a regular annual exercise.

Click on the attachment to read the full report:

DISCLAIMER

This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

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