Big Post-Budget Theme: Urban and Rural Consumption…

Rural Consumption… How can a budget give a big boost to urban and rural consumption across the economy? The focus, obviously, needs to be on putting more money into the hands of people with the m...
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Four building blocks of the Union Budget 2017-18…?

Union Budget 2017-18 was not just unique due to its reformist focus but also because it was predicated on four unique building blocks. The Finance Minister surely had a tough task on hand. Firstly, he...
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What does the Union Budget mean for equity investors…?

The Union Budget had too many expectations built around it, especially considering that it came in the immediate aftermath of the demonetization. To be fair, the Finance Minister has done his level be...
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Key takeaways from the Annual Economic Survey 2016-17…

The Annual Economic Survey, which acts as the precursor to the Union Budget, was presented on 31st January; a day ahead of the Union Budget. The Economic Survey is important because it comes in the li...
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Key expectations from the Union Budget on Specific Sectors…

One of the key points to understand is what impact the Union Budget has on key industry groups? In most budgets the focus has been on the tariff structures in terms of excise duties and customs duties...
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Key expectations from the Union Budget on Macroeconomics…

The macro economy will be a key area where expectations are high in the forthcoming Union Budget. There are certain unique factors that are coming together in this Union Budget. Consider a few of them...
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Key Expectations from the Union Budget on Capital Markets…

Capital markets players have great expectations from the Union Budget 2017. It needs to be remembered that this will be the penultimate Union Budget of this government as the 2019 budget will most lik...
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Key expectations from the Union Budget on Direct Taxation…

Direct taxation is normally one of the key areas to be watched in any budget. Broadly this budget is likely to focus on 2 key themes. Firstly, the focus of the Union Budget will be on mitigating the p...
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Why are tax revenues higher despite the demonetization drive?

Finance Minister, Arun Jaitley, surely had reasons to smile when he announced a growth in direct and indirect tax revenues for the April-December 2016 period. Of course, demonetization was only presen...
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Trade Data shows some signs of improvement in December…

The trade data for the month of December 2016 was gratifying in that the exports were up by 15% on a sequential basis. Like the IIP numbers, the exports data also surprised on the upside because it wa...
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