Budget 2025 Impact: Top Sectors and Stock Picks
Everyone's talking about tax slabs, but what about businesses, investors, and markets? Will this budget fuel growth or bring new challenges? In this video, we break down the Union Budget 2025-26 sector by sector with Mr. Varun Lohchab, Head of Institutional Research at HDFC Securities — covering key policies, industry impacts, and market outlook. Whether you're an investor, entrepreneur, or just curious, we’ve got you covered! Don’t miss out—watch now to stay ahead! 🔔 Subscribe for more business, finance & market insights. 💬 Comment your thoughts—how will this budget impact your industry? __________________ 📌 Timestamps: 00:00 – Introduction 00:36 – Sectors Gaining vs. Facing Challenges 03:31 – Impact of Higher Disposable Income 05:33 – Market Segments Seeing Interest 08:00 – 3 FMCG Stocks to Track 08:46 – 3 Discretionary Stocks in Focus 11:47 – Premium Auto Slowdown? 12:33 – Real Estate Outlook 14:36 – Business Models Gaining Traction 15:55 – Lending Trends in BFSI 19:00 – Infra Sector Updates 21:21 – Key Insights for Infra Investors 23:16 – Portfolio Metrics That Matter 29:03 – Market Risks to Watch __________________ Subscribe: HDFC Sky: YouTube: / @hdfcskylearn Instagram: https://www.instagram.com/hdfcsky/?hl=en LinkedIn: / / hdfc-sky Follow: Varun Lohchab Linkedin: / / varun-lohchab-6915b02 __________________ Disclaimer: This podcast is intended for educational purposes only and does not constitute financial advice. The opinions and insights shared by the experts are based on their personal knowledge and experience and do not necessarily reflect the opinions of HDFC Sky and HDFC Securities, and may not be applicable to all individuals or situations. Investing involves risk, and past performance is not indicative of future results. Please consult with a qualified financial advisor before making any investment decisions. The information provided in this podcast should not be relied upon as a substitute for professional advice. #UnionBudget2025 #BudgetAnalysis #HDFCSecurities #PersonalFinance #TaxRegime #StartupsIndia #Budget2025 #EconomicImpact #HDFCSky #Budget2025 #UnionBudget #IndiaBudget #Economy #Finance #StockMarket #Investing #EconomicGrowth #BudgetAnalysis #IndianEconomy #MakeMoneyMatter #BudgetDecoded #FinanceNews #MarketOutlook #WealthCreation #InvestmentTips #Macroeconomics #Sensex #Nifty #BudgetImpact #StockMarketNews
