ETMarkets Investors’ Guide: Policy focus may shift from ‘repair’ to ‘growth’ this Budget | The Economic Times Markets Podcast

ETMarkets Investors' Guide: Policy focus may shift from 'repair' to 'growth' this Budget | The Economic Times Markets Podcast

Hi there, this is ETMarkets’ Investor’s Guide, a show about asset classes, market trends and investment opportunities. This is Nikhil Aggarwal.

Policy focus is all set to shift from ‘repair’ to ‘growth’ and this would be the biggest investment theme in the forthcoming Budget.

Analysts said Finance Minister Nirmala Sitharaman could announce further measures to boost manufacturing in India to take advantage of a shift in global supply chains.

On Dalal Street, all eyes would be on what signal does the government send out on the recovery path, the vaccination drive, sectors it would turn its focus on over the next 12 months, especially the manufacturing sector, and also plans to kickstart the capex cycle in the country.

A numbers of Covid-hit sectors are wishing for government sops and the Finance Minister has tried to address them with demand-side measures. Investors would be seeking further support on that front. Meanwhile, the government’s strategic divestment plan would be something D-Street would be watching keenly.

We caught up with Shibani Sircar Kurian, Fund Manager at Kotak AMC to understand the expectations on Dalal Street from this Budget.

Welcome to the show, Ms Kurian

Q1 Which equity investment themes do you think may emerge or find further support in the forthcoming Budget?

Q2 Do you think strategic divestment may take off in a big way next financial year? What kind of divestment targets can one expect for FY22?

Q3 Do you think the Budget may include sops for Covid-hit sectors? If yes, which one are going to be the likely beneficiaries?

Q4 Do you see any relief on the tax side that could lift investor sentiment?

Q5 What kind of a fiscal deficit target for FY22 do you think the equity market will be comfortable with?

Thank you Ms Kurian, that was indeed a very insightful conversation.

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