Union Budget 2025: Discussing the market outlook and budget expectations, CEO Dinshaw Irani of Helios India said that the market has gained good boom after the RBI’s liquidity increased. This shows that the market does not need much. He just needs push lightly. But we cannot say that the conditions are completely cured. There are many important events in the market. The budget of February 1 is coming. Dinshaw Irani is of the opinion that if the consumption gets boost in the budget, then the sentiment will improve. The market will also keep an eye on the capex in the budget.
Dinshaw Irani is of the opinion that after this correction, the opportunities for alpha return generation are visible in the market. At this time, shop in quality shares from leisurely. Value shares should be found in the market at this time. This is a good time to invest in good shares. If you choose good PE fundamentally strong stock at this time, then there will be a lot of good money.
Dinshaw Irani said that he has used the money through SIP to purchase shares of platform companies and IT companies. Some money has also been invested in banking and finance. This time is giving very good opportunities to select alpha returns shares in future.
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Dinshaw Irani further said that the consumption will get boost due to decrease in tax slab in the budget. Due to the reduction of tax slab, the sentiment of the market will also improve. He further said that he does not see comfort in FMCG shares. But if steps are taken to increase consumption in the budget, then FMCG can benefit. But for you, better opportunities than FMCG will be in other selectors. Except FMCG, they should focus on them.
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