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Budget 2025: There is no possibility of aggressive disinvestment scheme in the budget, this is the right time to buy chemical shares – Daily Voice No Possibility of Aggressive Disinvestment Plan in the Budget This is the Right Time to Buy Chemical Stocks Budget 20255

Union Budget: Green portfolio co-founder and fund manager Divam Sharma said in an interview to Moneycontrol that it does not seem that the Finance Minister will propose a big and ambitious disinvestment scheme for Finance 2026 in the Union Budget 2025. According to him, now the government is changing its stand instead of emphasizing on large scale privatization. Now instead of selling the state -owned enterprises, they are being focused more on strengthening them by giving them heavy financial assistance. On the policy of the RBI next week, Divam Sharma is of the opinion that the current cash situation and the softening of inflation at the global level is very high.

Talking on the market, Divam said that he has started seeing investment opportunities in the chemical sector. They believe that this sector has reached its lower level. So it is ready to perform well in the coming years. Divam, who has an experience of more than 15 years of investment management, says that this is the right time to invest in chemical stock.

Do you think there will probably be 5% correction before the market again grows strong?

In response, Divam said that yes, the pressure that is being seen in the markets can continue. There is no direction in the market at the moment. Weakness in banking data related to banking, the US ban on Russian oil, the uncertainty of Trump’s attitude towards India is short -term challenges affecting the market. The markets will be stable when China’s attitude on Trump’s tariff and his attitude towards Indian exporters.

There are many important events including the Union Budget in the next three weeks. During this period, there is a possibility of 5-7 percent correction in the markets. A weak budget can give a shock to markets compared to the July 2024 budget. Due to no major announcement for railway, infra and defense, there may be a huge decline in stocks associated with these sectors. If the government comes up with a strong tax structure and better coordination in the government and private sector, then the market can be accelerated. However, volatility is likely to remain in the short term. But once the global pressure ends, the market will move rapidly.

Does the valuation in banking and financial sectors look correct?

Some banks like HDFC Bank, Axis Bank have already declared their results. Unsquest retail has seen growth. There is a possibility of a sharp increase in NPAs and Over Dew Loans of micro-finance companies. Similarly, credit cards such as an unusual loom may lead to an edge on a quarterly basis. In contrast, sectors such as vehicle finance, housing finance, secured retail and medium to large corporate loans can be strengthened. Keeping these things in mind, the hold rating on this sector remains intact.

Trading Plan: Will the Nifty and Bank Nifty continue to continue in the fourth consecutive session?

Is the Finance Minister likely to introduce aggressive and large disinvestment scheme for FY 2026?

It seems that the Indian government is not bringing any aggressive disinvestment schemes for FY 2026. Now instead of emphasizing large scale privatization, its stand is changing. Now instead of selling the state -owned enterprises, they are being focused more on strengthening them by giving them heavy financial assistance. We all know that the government is working on a plan to invest about $ 1.5 billion in rescue package for two government -owned companies including helicopter operator Pawan Hans. This step is being taken after unsuccessful efforts to privatize them. In addition, privatization of at least 9 government companies has been stopped due to opposition from various ministries. This change seems inspired by the hope that by reviving government companies, they will again be in profit. Given all this, it does not seem that the Finance Minister will announce an aggressive and major disinvestment scheme for FY 2026.

Disclaimer: The ideas given on Moneycontrol.com have their own personal views. The website or management is not responsible for this. Money control advises users to seek the advice of certified experts before taking any investment decision.

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