2025 Budget Impact on Stock Market | 3 Attractive Sectors to Watch - Rahul Jain
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In this video, we will discuss the key highlights of the 2025 Budget and its impact on the Indian stock market. We'll break down the major policy changes, analyze how they could influence market trends, and identify 3 sectors that look highly attractive for investors. Additionally, we'll explore the potential for FIIs to re-enter the market and what that means for future growth.
If you're looking for budget analysis, stock market insights, and the best sectors to invest in 2025, this video is for you. WATCH this VIDEO till END and let me know your opinion in comments.
Rahul Jain is NOT a SEBI registered investment advisor. Please do not take this as an investment advice.
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#budget2025 #stockmarketindia #investing2025 #indianeconomy #stockmarketanalysis #fiis #markettrends #sectoranalysis #budgetimpact #investmentopportunities
How many marks out of 10 for Budget 2025? Let me know in comments :-)
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Like you always do. Without being with any parties side. Can you make a video on our economy?
Which should include, 25 years data. With inflation, Bank interest rates, GDP, Fiscal deficits, big economical changes which came in India like Globalization, GST, etc. Export, Imports, Country wise dependencies of India, PSU Bank debts etc.
Would be great! We will know who is doing good job for India.
8
I am gonna give 7/10
I would give 8... Govt cannot be good for all... Even we used to curse and angry with God, sometimes....The highlight is Fiscal deficit... around 4.5, good for market.
Excellent analysis Sir.
As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.
Remember that investing in the stock market carries risks, and it’s important to do your own research and consult with a financial advisor before making any investment decisions.
A lot of folks downplay the role of advisors until being burnt by their own emotions. I needed a good boost to stay afloat, hence I engaged the services of a true market strategist to help rejuvenate my $700k portfolio and boost performance and returns by 40% in a little over four years.
@@DannyGotts Please can you leave the info of your lnvestment advsor here? I’m in dire need for one
I'm being guided by ANNETTE MARIE HOLT who is widely recognized for her competence and expertise in the financial market. She has a thorough understanding of portfolio diversification and is regarded as an authority in this field.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
I think one of the biggest myths is that you should panic and sell everything during a stock market crash. It's not that simple. Historically, the market has always recovered, and selling in a downturn can lock in losses. I made the mistake of selling during the 2008 crash and missed out on the recovery.
Yeah, and another thing people don't realize is that a market crash can actually be an opportunity. If you have cash on hand, you can buy quality stocks at a discount. I learned this the hard way during the 2020 crash when I hesitated and missed out on some great deals.
That's why I started working with a financial consultant. He's a pro at navigating market volatility and helped me create a strategy to stay calm and focused during downturns. He also helped me identify opportunities to invest when prices were low.
My CFA, Peter Dewitt Martin, has assisted me in navigating these complexities efficiently. He is a renowned figure in his field. I used his free consultations to my advantage
Oh, that’s a great recommendation. I just checked out his name on google, his website was actually the top result which made it easier to locate him, i sent him a mail and he seems really knowledgeable. I’ve been trying to figure this out on my own, but it’s way over my head.
I'm starting to realize how much I don't know about this stuff. I've been putting off getting professional advice, but I think it's time.
1. **Income Tax Reforms (**00:32** - **02:40**)**
- Income up to ₹12 lakh is now tax-free, exceeding expectations.
- 30% tax rate now applies only above ₹25 lakh (previously ₹15 lakh).
- Government revenue loss of ₹1 lakh crore due to tax relief.
2. **Stock Market Overview (**03:07** - **03:57**)**
- Nifty 50 closed 0.11% lower post-budget.
- **Three sectors surged**:
- Real Estate (+3.38%)
- Auto (+1.91%)
- FMCG (+3.16%)
3. **FMCG Sector (**03:57** - **05:03**)**
- Increased disposable income to boost consumer spending.
- Sector was down ~16-17% pre-budget; may rise short-term.
- Valuations high (PE at 45 vs. 5-year avg of 41).
4. **Auto Sector (**05:31** - **06:34**)**
- Benefiting from increased spending and government support for farming.
- Sector undervalued (PE 22 vs. 5-year avg of 79).
- Interest rate cuts could further drive demand.
5. **Real Estate Sector (**06:34** - **07:49**)**
- Increased income and favorable tax changes (TDS threshold raised to ₹6 lakh) may drive demand.
- Nifty Realty Index had fallen 25% pre-budget, rebounded post-budget.
6. **Other Sectors (**08:19** - **10:37**)**
- **Railways**: Disappointed due to flat capex allocation of ₹2.52 lakh crore.
- **Defense**: Received a 12.9% budget increase, highest allocation of ₹6.8 lakh crore.
- **MSME**: Government support for credit facilities, positive for small finance banks.
- **Jewelry**: Import duty reduced from 25% to 20%, boosting demand.
- **Footwear**: Leather manufacturing push, potential boost for companies like Hindustan Foods.
7. **Indian Economy & GDP Growth (**11:04** - **12:34**)**
- GDP growth rate not mentioned in the budget.
- GDP growth post-2014 has slowed compared to pre-2014 levels.
8. **Capex & Fiscal Deficit (**13:02** - **15:17**)**
- Capex target at ₹11.2 lakh crore (+9% YoY), but past years' spending has fallen short of allocations.
- Fiscal deficit projected at **4.4% of GDP**, a positive sign for foreign investors.
9. **Debt-to-GDP & Investment Outlook (**15:17** - **16:50**)**
- Debt-to-GDP peaked at 90% (COVID era) and is now at 83%, with a goal of 60%.
- Fiscal prudence is a long-term positive for India's stock market.
10. **Key Takeaways (**16:50** - **17:17**)**
- **Winners:** FMCG, Auto, Real Estate sectors.
- **Underperformers:** Railways and Defense (short term).
- **Investment Advice:** Look at sectoral ETFs or research companies in promising industries.
Thanks
nice effort useful points
Appreciate your work
Absolutely brilliant... thanks
Thanks for sharing
I think the stock market will do well in 2025, so I'm thinking of putting $220,000 into stocks for my retirement. Any advice on doing this safely? Also, any important tips for the current financial situation?
I bought into NVIDIA around September last year because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.
Opting for an investment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2023
Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
AMELIA CHRISTINE GASPARY a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market. The safest approach I feel to tackle it is to diversify investments by spreading investments across different asset classes, like bonds, real estate and stocks, they can reduce the impact of a market meltdown
I've just begin to learn about investment, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stock would you choose for better returns?
Based on personal experience, it's advisable to work with an investment advisor, I currently have $780k in a well-diversified portfolio that has experienced exponential growth, all thanks to my financial adviser. It's not only about having money to invest in stocks, you must also be knowledgeable, persistent and have strong hands to back it up
I'm trying to find a certified one to boost my investments/portfolio. Can I get a recommendation from you, since you know about this stuff?
My financial adviser is Gabriel Alberto William, a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market
Thanks for sharing, I just looked him up on the web and I would say he really has an impressive background in investing. I will write him an e-mail shortly
This seems like the worst period.
Even the market are now very unpredictable. Started fews months and lost up to 75k on my own
........
Wow that's huge, loss i guess you trade on your own
yes i do i made some intially but now i lost all
Elon Musk said that with his personal trading in Bitcoin,he is financially affected when the market drops, holding of cryptocurrencies isn't trading you might end up losing your funds📊📊📊
Day trading is the best way of making money in the market due to lack of experience which resulted in loosing funds... But miss michelle sule
, restored hope shes a good woman
michelle sule a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market
To successfully navigate the stock market, it’s essential to develop a well informed strategy that incorporates thorough research, diversification and a long term perspective.
Having a solid strategy is key to success in the stock market, something I learnt the hard way. Not until I tried out a particular CFA and I’ve been getting better results since then.
I’m always looking to improve my investments strategy, whatever would make my finances better and prepare for market downturns. Would you mind sharing more details about the CFA?
Absolutely, I’m more than happy to share! The CFA I’ve been working with is JAMES BRENDAN MCCALL and he’s been very instrumental in helping me refine my investment strategy and prepare for market downturns.
Actually, I’ve worked with James Brendan McCall. He has a really deep understanding of tax law changes, retirement planning and risk management which are really key factors any investment portfolio.
Okay. I’ve been able to do some research on the web and I found his site, he has his license so that’s reassuring.
I owned 10,000 shares of AMD @1.6$. I sold at around 2.8$. At that time I had no idea what value investing is and I was speculating. I have solid portfolio now and going long on a lot of stocks that I have done extensive research on. Any suggestions on new sectors that could outperform as good as Nvidia?
Having AMZN and PLTR are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Also partnering with a fiduciary advisor can help streamline your strategy.
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 75 cash earning 5.25 interest, 685k in roth ira, 120k in 401k, Gold and silver bars. age is 48. My advisr helped me realign my portfolio to my risk tolerance and it boomed shortly.
Mind if I ask you to recommend this particular coach to whom you have used their services?
Sonia Nunes Demelo is the CFA I work with and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon
Happy fruitful year,I'm beyond excited! In just one week I'll be debt-free, having paid off my entire $285,000 debt and begun a new chapter of financial freedom.
How were you able to do It?
Am a born Christian and sometimes I feel so down 😭 of myself because of low finance but I still believe God😞
its luck, it's me just being
at the right place at the right time. I met a financial and trading consultant at a seminar back at Los Angeles later last year, where she was featured and interviewed and I reached out to her afterwards.
Her name is Elizabeth Ann Hanson, I didn't know much about trading and investing so I spoke to her about it, she then later introduced me to her platform where I and other people could invest.
Elizabeth Ann Hanson's doing she's changed my life. A BROKER- like her is what you need.
Lovely! I enjoyed it like I enjoy a $100k monthly around the turn!!!
Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.
-well the best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
a highly respected figure in her field. I suggest delving deeper into her credentials, Jessica Dawn Walters as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $250K across markets but don't know where to start.
The safest approach I feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
I totally agree. A financial advisor can provide valuable insights and help ensure that our investment portfolios are aligned with our long-term financial goals. They have the expertise to navigate through market fluctuations and make informed decisions.
I will be happy to receive assistance and glad to have someone help me, but how can one spot a reputable one?
There are many independent advisors to choose from. But I work with EVA MARIA GOUTZOS and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.
Thank you for this amazing tip. I just looked the name up and wrote her explaining my financial market goals.
My plan for this year is to hold cash and wait for the market to re-level unless there are tips on avoiding a crunch and maximizing my $550k savings?
Honestly, i would leave that money in an account that yields 5% annually , or if you're willing to take the risk of getting into the stock market i suggest you consult with a CFA for directions.
I totally agree with you. I started out investing on my own too and lost quite a bit. After the 2020 crash, I managed to pull out about $160k. I then invested that money with an analyst, and in just seven months, I made almost $280,000. It's amazing how having the right guidance can turn things around!
I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?
Can't divulge much, ‘’Zareen Grace Church’’ preferably, {you can look up the name on the web, her qualifications speak for itself.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
As recession fears mount on Wall Street and inflation remains well above the Fed's 2% target, some of the top commentators in markets, business, and economics have been sounding off on just how bad they think the next downturn might be - and how far stocks may have to fall. I need ideas and advice on what investments to make to set myself up for retirement, my goal is to have a portfolio of at least $850k at the age of 60.
Focus on two key objectives. First, stay protected by learning when to sell stocks to cut losses and capture profits. Second, prepare to profit when the market turns around.I recommend you seek the guidance a broker or financial advisor.
*Right, I've been in constant touch with a fiinancial-analyst since covid . You know these days it's really easy to buy into trending stock`s, but the task is determining when to buy or sell . My advisorr decides entry and exit commands on my portfoliio, I've accrued over $550k from an initially stagnant reserve of $150K.
@@Lauren_Graham2 It took me 3 years to stop trying to predict what's about to happen in the market based on charts studying because you never know. Please, i need the help of your Investment advisor.
interesting! I’m new to all this, heard it's a good time to buy and basically I've just got cash sitting duck in the bank and I’d really love to put it to good use seeing how inflation is at an all time-high, who is this coach that guides you, mind I look them up…
Personally I work with Marie Cecelia Sullivan a registered Investment advisor. Quite renowned, search her name to get in touch
Shobha Realty, Kalyan Jewellers, Radhika Jeweltech, PNG Gargis Jewel. All are high growth good fundamentals. Thanks!!
I Hit $12,590 k today. Thank you for all the knowledge and nuggets you had thrown my way over the last week .i started with 3k last weerk. now i just hit $12,590…
How please can you explain because I've been making a lot of looses trying to make profit trading.
Weekly trading is the best way of making money in the market due to lack of experience which resulted in loosing funds... But miss Camila George, restored hope shes a good woman
Since meeting Expert Camila George., I now agree that with an expert managing your portfolio, the rate of profit is high, with less risk.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn't know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 7k and made up to 36k as weekly profit I appreciate the help of this woman
One tax, one Nation -> GST !
Parallel Tax should be abolished
Thank you Rahul!
Much Needed
Very good analysis on Budget. Cheers ✌️
Thanks Rahul. I believe its a good budget for the middle class like us. I still wonder how the govt plans to make up the forfeiture of 1 lac crores due to the Income Tax reform. Definitely its high time they try to reduce the IT rates and expand the tax base, particularly the agricultural incomes.
Thanks for very good analysis.
Rahul please tell us some good stocks from the mentioned theme that we can buy
Great Rahul
Very happy with the budget.. will rate this the best budget of Modi govt so far
Best Analysis Thanks 🎉
Excellent analysis 👏
Excellent impartial analysis.
One of your best videos 👍🏼
In india the problem for common man or middle class is not income tax.. its GST
Salary person ke liye income tax jyada jaruri h kyuki 99percent yahi log h jo honestly tax bharte h...
GST toh sabhi ko dena h...
Atleast kuch paisa toh bachega salary person ke paas..
Business man toh 30lakh kamata h aur tax bharta hai nill
@@Redmirealme1234 become a business man
No it is the inflation and then gst
@@abhijithparayangattil5895 tell how inflation can be controlled.. it's easy for gst council to decide in one hour
Hi Rahul,
Thanks for the detailed information about the budget.
Can you make a detailed analysis of the PNGJL stock?
Thanks for very educating and to the point vedio
Your video is highly commendable.In the budget retail investors are highly pained.Infra expectations are vanished
Income is income from wherever you get it. Money you earn from investing in stocks or any other source doesn't attract differential values in the market. Hence Govt shouldn't differentiate between the two as long as the purchasing power of both the money is the same!!
Sir you have brought out good features of multi asset, flexicap MF for conservative investors and promised more for balanced, aggressive and ultra aggressive investors . Kindly consider this request please.
Very good information and analysis.... Thank you sir...
well explained thanks rahul
I request you to kindly devise a system which will have the following USPs -
1. It should work as a pension system for a lifetime,
2. Pension should not be less than 1% of the Corpus per month,
3. Corpus should be increased annually by at least 3-5 % after withdrawal also,
4. Pension should be tax efficient,
5. Corpus should not be added with Fresh Money at any given point, but SIPs should be continued forever...
6. It should be handled by Individuals only,
7. It should carry minimum transactions, maximum 3 or less.
8. The corpus can be handed over to Inheritance as a Legacy and they should also get the same benifit out of it.
Does it seem challenging?
It is not, I think....!!
I have got the solution for this....
Nice Video, please talk about REC and PFC as your prediction was 1000 plus for REC.
thank u rahul ji for your analysis on budget
Nicely clarified ❤
Very nice analysis
Nice info..!
0:47 This budget is totally for the rich people including me. How many people are there in India who is earning above 12lpa which is less than 5% of India's population. What's there in budget for lower middle class and below. If this 1lakh crore was spent on equally with the all the people in India then it's the good budget.
థాంక్యూ సార్
Super analysis
Very well articulated presentation Rahul. Keep up the good work.
Thanks sir, you are a genius, I am just learning, need your guidance in future.
Thank you Sir Great analysis
Very good explanation...
Thank u sir..
🙏🙏🌹🌹
Valuable information bro
Thank you sir
Thanks for nice information
Bought TANLA platforms after one of your video. Sitting on a loss of 42% ☹️
Thank you sir.
Nice move by govt, long awaited
Raising incometax slab is really the gamechanger.
Very impressive sir..Thank you very much ..❤
Reduction Sgst and cgst can boost auto sector
Excellent analysis!
Gdp mentioned 6.4 to 6.8 for 2025-2026 in Economic survey.
MODE OF PAYMENT OPTION FOR JOINING ALSO BE BY NET BANKING
Hi Rahul
Nice to see you after a long gap ❤❤❤
Dear Rahul
Thanks very much. You gave us a perfect synopsis of the budget in relation to stocks. Well explained in short and simple words. Thanks once again
This govt thought they can grow GDP just by collecting taxes. It took some time for them to realise that taxation cuts consumption. If money doesn't move around, how will the GDP go up. Now the GDP growth will increase, since people have more money in hand.
Thank you for good explination
Thank you for your efforts in preparing informative videos
Thank you Rahul...
My rank to budget 8/10.
How to invest in Nifty Auto Index? The lot size is a lot. Thanks!
Thank you Rahul. Nice analysis.
Very Good information
Research on kalyan jewellers
Dear Rahul bhai,
please start the social media against high inflation in education and health sector. let government shall bring standard norms for education and health which is common need of common man in our country!! . please campaign on these sectors.!!!
It's not possible for government to take action on them... The major problem comes from the Supreme Court. They definitely block what ever reforms the government brings...
Saw a Raj shamani podcast where an retired Ias officer mentioned the school mafia are more rooted and dangerous then even coal mafia
Thank fOr thinking about it
Power stocks : Power grid / Tata Power
Defence stocks : Data patterns / Ideaforge
Well explained Rahul 👍
Much better from others 👍
Excellent explanation sir 👍
Consumer stocks will do a rally in this year. Govt is more focussing on consumer spending. Other sectors like renewable energy, speciality chemicals sector has very little in this budget. Less growth in psu stocks
Thanks for sharing all this
Thank you Rahul for your wonderful analysis!
Thanks
HNDFDS is also is setting up ice cream plants in NCR, has set up a juice factory in Assam. HNDFDS is certainly on my FMCG list.
Request you to please give a detail research on Goldiam International, Senco Gold or entire Lab Grown Diamond Jwellery.
excellent content , Thanks .
I am accumulating points for fii retracement. Here I got one more point. That is the reducing GDP growth.
Kalyan jewelers stock... Sir
Can we buy
7/10 is my rating for budget
Please give analysis on Titan, kalyan jewellery
@@balakrishnannair5059 you are able to rate budget but not stocks..
Pc jwellers
Kalyan jewelers
Please make a video on Inox Wind, Zomato and Suzlon
Very nice presentation, Sir..
A lot of Thank you for nice information sir ji 🙏
video please on specific good stocks of sectors that might be bullish
Jewellery Sector- PNG Gadgil
Thanks. Good analysis. Love from Abu Dhabi
Dear Rahul, could have made a brief mention about fund flow and its positive impact for financial sector due to savings out of the income tax relief announced in the budget.
Jewelry stocks - Manapurram , Kalayan , Titan
Very informative video Rahul thanks for your valuable insights. On the point of the Jewellery sector I would like an analysis on PNG JEWELLERS VS KALYAN JEWELLERS.
Respected:
Pranam Dandwat
Regards
Thank you for your information about post budget probabl impact on share market good
Sir ! Please do video on Senco Gold ! Is it in jewellery sector ?
Thanks for videos
Goldiam international
RBZ jwellers
Titan
Which is best for 5 years
Analyse Kalyan Jewellers too as it has corrected recently