INVESTOR VIVEK BHARNUKE
СтатистикаDisclaimer: 🔸I Share My Opinion Only For knowledge . It Can Be differentiable. 🔸I'm Not Sebi Registered. 🔸This Channel Is For Knowledge Purpose Only. 🔸Only analysis and knowledge. 🔸Kindly Contact Your Financial Adviser Before Taking Any Trade.
- Последний пост
- 9 авг.
- Последнее чтение
- 14 авг.
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- Всего постов
- 20
- Тип
- открытый
- Язык
- французский
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- 14 авг.
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- 31
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- 38
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Посты
GAIL
AUROPHARMA
GAIL
BAJFINANCE
REDINGTON
*Union Budget 2026 – Equity Market Impact (Sector-wise Summary)* 1. Derivatives par STT increase (NIFTY Financial Services – Broking & Derivatives segment | Negative) → Trading cost badhne se short-term volumes aur liquidity par pressure. 2. Government Capital Expenditure mein strong increase (NIFTY Infra / NIFTY Capital Goods | Positive) → Infrastructure execution aur project-based industries ko long-term support. 3. Housing & urban development ko indirect push (NIFTY Realty | Positive) → Public spending se housing-linked demand improve hone ki sambhavana. 4. Manufacturing & electronics par policy focus (NIFTY Manufacturing / EMS-linked segments | Positive) → Domestic manufacturing aur value addition ko boost. 5. Textile parks aur sector-specific incentives (NIFTY Textile | Positive) → Capacity expansion aur export competitiveness ke liye favourable. 6. Banking sector ke liye koi major fresh announcement nahi (NIFTY Bank / NIFTY PSU Bank | Neutral to Mild Negative) → Valuation-led consolidation possible after pre-budget rally. 7. Defence spending mein incremental clarity ka absence (NIFTY Defence | Short-term Neutral to Negative) → Expectations ke mukable limited triggers. 8. Income tax structure largely unchanged (NIFTY FMCG / Consumption-led sectors | Neutral) → Consumption demand mein koi immediate acceleration nahi. 9. Foreign investment inflow ke liye aggressive reforms absent (Overall Market / NIFTY 50 | Sentiment Negative) → FII flows short term mein cautious reh sakte hain. 10. Budget day par broader market reaction weak (NIFTY Midcap / NIFTY Smallcap | Short-term Negative) → Stock-specific aur sector rotation based movement expected. *Conclusion :* • Long-term Positive Sectors: NIFTY Infra, NIFTY Capital Goods, Manufacturing-linked indices • Short-term Pressure Areas: Derivatives-linked Financial Services, Mid & Smallcaps • Overall Market View: Budget is growth-oriented, but short-term sentiment cautious.
EDELWEISS
CESC
IDBI
TORNTPOWER
COALINDIA
TATACONSUM
HINDCOPPER 269 TO 302
RVNL
MCX
INDUSTOWER
JKPAPER
SEQUENT
BAJAJ CONSUMER
BAJAJ CONSUMER