Arunasset’s Take On Trump’s Tariff Tantrums & Why the Indian Stock Market is Likely To Recover All Losses By The End of The Year
As global economies grapple with rising debt and policy uncertainty, India’s steady hand on fiscal discipline stands out. In a world where the U.S. continues to borrow from tomorrow to fund today, discerning investors are shifting focus to markets with clarity and conviction. This article explores why India isn’t just surviving the global financial storm—it’s quietly positioning itself to thrive.
Budget 2025: The Focus Shifts From Capex to Consumption
Boosts Consumer Spending With An Extra Rs 1 Lakh Crore & Stays Committed to Fiscal Discipline
Budget 2025 drives consumption with personal income tax cuts & indirect tax reductions. Income tax changes will return Rs 1 lakh crore to taxpayers in FY26, though the effective gain may be slightly lower. Indirect tax cuts, like reduced customs duties on mobile phone inputs, are set to spur spending and premiumization.
Election Impact on the Stock Market
Indian Prime Minister Narendra Modi earned a narrow victory in the election results declared last week, sparking a roller-coaster 48 hours for Indian equity markets.
India Election and Market Outlook
The world’s largest election commenced on April 19th and is scheduled to span six weeks, involving approximately 969 million voters and 2,600 political parties. This brief write-up delves into the consequent implications for markets and investments. The election period extends from April 19th to June 1st, with the final tallying of results on June 4th, followed by the inauguration of the new administration by mid-June.