Budget Expectations:Everyone has their own specialist on the budget. What do big brokerage want to see in this budget. Let’s know what are expectations from Morgan Stanley’s budget. Morgan Stanley said that the target of financial deficit in this budget is 4.5%. The brokerage house believes that the disinvestment target in FY 2026 may be Rs 35,000 crore.
Morgan Stanley has said that the government’s focus in this budget can be caused by capsuels, jobs. Steps can also be taken to increase the expenditure on the social sector. At the same time, labor is possible in labor, industry laws to increase investment. According to Morgan Stanley, MSME’s may continue to support. MSME’s can be given easy credit, second financial advantages.
At the same time, relief of middle class is possible due to change in income tax rate. Home loan can increase the interest limit to `3 lakhs.
On budget expectations, Morgan Stanley said that Steel Import may have safeguard duty and anti -dumping duty. The allocation in defense may increase by 8–10%. Investment in healthcare can be 2.5% of GDP.
Morgan Stanley View
Giving his view on the sector, Morgan Stanley said that there is an overweight attitude on the financial, consumer desirery. At the same time, Morgan Stanley has also given an overweight view on the industrials, technology sector. However, all the sectors have given an underweight view.
Motilal Oswal’s budget expectations
At the same time, another brokerage firm Motilal Oswal has also released his budget specialist. Motilal Oswal says that in FY26, 4.5% of GDP should be targeted for fiscal deficit. 10–15% of capex growth in FY26 is expected.
Motilal Oswal says that Capex should be loan based on the performance of the state. The government expects more incentives. A new loan scheme should be brought for MSME in the budget. Motilal Oswal says that consumption should get boost through income tax deduction. The government can review the consumption boost GST.
Budget Expectations: 13% capex growth expected in FY 2026, 4.5% can be the target of fiscal deficit
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