3 Factors That Can Drive The Market Higher : Gautam Chhaochharia On Talking Point
Gautam Chhaochharia, Head of Global Markets, UBS India, discusses the evolving market landscape shaped by global volatility, domestic flows, and fiscal policies. He highlights that the upcoming budget may bring 80 bps fiscal consolidation but expects no major changes in capital gains tax, keeping investor sentiment stable. Capex has been a key disappointment in recent months, but any budget-driven boost could uplift markets. Chhaochharia predicts policy normalization by the RBI and government, alongside reforms, could drive market growth in 2025.
