BIG NEGATIVE FOR TITAN KALYAN
GOVT PROPOSES TO RAISE IMPORT DUTY ON GOLD, SILVER, EFFECTIVE FROM MAY 1
🚀 Budget 2025: Summary
The government’s focus in the budget is on development 📈...
Global growth slightly affected due to global tensions 🌍⚡️...
The budget emphasizes 10 key themes 🏗...
More focus on the development of the poor 🏡, women 👩💼, and youth 👨🎓...
Increased emphasis on rural development 🚜 and manufacturing 🏭...
More reforms to be introduced in the financial sector 💰...
🔹 Key Announcements:
✅ Dhan Dhanya Yojana 🌾 to be launched in 100 districts...
✅ Special 6-year mission for Tur, Urad, and Masoor dal 🌱...
✅ Makhana Board 🍘 to be set up in Bihar...
✅ Central agencies 🏢 to purchase pulses for 4 years...
✅ New schemes 🌱 for vegetable and fruit 🍏 production in collaboration with states...
✅ Development of the marine sector 🐟...
✅ Kisan Credit Card 💳 limit increased to ₹5 lakh...
✅ Urea plant 🏭 to be set up in Assam...
✅ India Post 📦 to be developed as a major logistics organization 🚚...
✅ Special credit card 💳 for small businesses...
✅ Self-reliance in edible oils 🛢...
✅ Special schemes for footwear 👞 and leather 👜...
✅ India 🇮🇳 to become a global hub for toys 🧸...
✅ Special scheme for women from backward classes 👩👩👧👦...
✅ 22 lakh new jobs 🏢👷 to be created under the Leather Scheme...
✅ Launch of the National Manufacturing Mission 🏗...
✅ Increased emphasis on Indian languages 📖 in education...
✅ More IIT institutes 🎓 to be established...
✅ 75,000 new seats 🏥 in the medical field in the next 5 years...
✅ Special AI 🤖 research centers to be set up...
✅ Health insurance 🏥💊 scheme for small workers...
✅ UPI-linked card 💳 for small vendors...
✅ UPI-linked credit card limit set at ₹30,000 💰...
✅ Interest-free funds 🏗💵 for states to boost infrastructure development...
✅ ₹1 lakh crore fund 💰 announced for urban development 🏙...
✅ Increased focus on nuclear energy ⚛️ by 2047...
✅ Special scheme for nuclear energy ⚛️...
✅ Special scheme for the ship-breaking industry 🚢⚙️...
✅ More cities 🏙 to be connected under the ‘Udaan’ 🛫 scheme...
✅ New airport ✈️ to be constructed in Bihar...
✅ 40,000 housing units 🏡 to be built under the SWAMIH scheme...
✅ 52 new tourist destinations 🏝 to be developed in collaboration with states...
✅ New mining policy ⛏️ to be introduced...
✅ ₹20,000 crore investment 💰 in R&D 🔬 for the private sector...
✅ All government secondary schools 🏫 to be connected with broadband 🌐...
✅ New schemes to boost exports 📦...
✅ Buddha-related sites 🏯 to be developed...
✅ Special scheme for preserving Indian scripts 📜...
✅ Easier access to funds 💵 for export promotion...
✅ New Income Tax Bill 📜 to be introduced next week...
✅ 100% FDI limit 🌍 in the insurance sector 🏦...
✅ Simplification of RE-KYC process 📑...
✅ 100% FPI limit 📊 in the insurance sector...
✅ Custom duty removed 🚫💊 on 36 life-saving medicines...
✅ Changes in custom duty on electronic goods 📱...
✅ No primary duty on lead & zinc ⚒️...
✅ Duty removed 🚫 on crust leather 👜...
✅ New, simplified Income Tax law 🏦📜 to be introduced...
✅ TDS rates to be made simpler 📉...
✅ Major tax relief for senior citizens 👴👵...
✅ Tax exemption limit for senior citizens increased to ₹1 lakh 💰...
✅ TDS exemption limit on rent 🏠 increased to ₹6 lakh...
✅ No penalty 🚫 on delayed TCS payments...
🎉 Biggest Announcement:
💥 No tax on income up to ₹12 lakh! 💰🎊
MARKET REACTED SHARPLY FROM 23629 TO 23401 ALMOST 230 POINTS ON New Income Tax Bill: To be introduced next week.
Читать полностью…Budget2025Highlights | Focus Is On 10 Broad Areas In This Budget & they include Supporting SMEs, Promoting Exports, Agri Growth, Rural Prosperity
Читать полностью…6 sectors for reforms : agriculture, power sector, taxation, mining, urban development
Читать полностью…MKT ALERT : The settlement of trades made on Friday and Saturday will take place on Monday. So, don't sell stock bought on Friday on Saturday,
Shares bought on Friday and Saturday can be sold on Monday
This rule does not apply to f&o
*Instl. Investors EQUITY Cash Trades PROV. - 31/01/2025 : Rs. CRS. :*
*FIIS : SELL -1,189 (14,000-15,189)*
*DIIS : BUY +2,232 (13,549-11,317)*
INTRADAY CALL UPDATE : BOOK PROFITS IN NIFTY CALL OPT 23300 06FEB SER AT 420 RECO LONGS GIVEN AT 373
Читать полностью…*News Headlines from Business News Agencies:*
*Business Standard*
📝 ARCs to see uptick in cumulative recovery rates in FY25 and 26: Crisil
📝 L&T wins big order for freight handling in gulf worth Rs 1,000-2,500 crore
📝 Prices of rice exported from India steady at 18-month low on muted demand
📝 Abu Dhabi fund ADQ, Orion team up to invest $1.2 bn in metals, mining
📝 Sugar industry has potential to increase its GDP share up to 3%: Gadkari
📝 Germany's GDP falls 0.2% in Dec qtr, recession fears return ahead of poll
📝 India braces for warmer Feb, wheat crop, rapeseed output may be at risk
📝 Dodla Dairy Q3FY25 results: Net profit rises 54% to Rs 63.56 crore
📝 Bajaj Finserv Q3 results: Profit up 3% at Rs 2,231 cr, net income drop 20%
📝 Wind industry seeks policy parity, infra support to meet energy goals
📝 Panasonic Life Solutions India acquires land parcel in Mumbai for Rs 160 cr
📝 Blueleaf Energy to invest $400 mn in Jakson Green's India solar assets
*Economic Times*
📝 Air India enters into codeshare partnership with Kenya Airways
📝 JSW Energy revises capex to Rs 10,000 crore in FY '25
📝 RBI files application for insolvency proceedings against Aviom India Housing Finance
📝 Whirlpool Corporation plans to reduce holding in Indian arm to 20% by mid to late 2025
📝 Reliance & HUL’s new googly set to stump another market in India
📝 Airtel Africa Q3 net jumps over 11-fold on-yr to $169 mn on $94-mn exceptional gain, lower finance costs
📝 India Post Payments Bank and PNB MetLife partner to expand life insurance access nation wide
📝 Tata Steel doesn’t want growth at cost of debt: CFO Koushik Chatterjee
📝 RBI files application for insolvency proceedings against Aviom India Housing Finance
📝 McDonald’s to set up its first GCC in India
📝 Five Coal India arms, including SECL miss production target for Apr-Dec
*Mint*
📝 Industrial & logistics leasing reaches all-time high in 2024, with Delhi-NCR, Bengaluru, and Kolkata leading
📝 Bharat Electronics Q3 Results: Net profit soars 47.3% YoY to ₹1316 crore
📝 Dabur India Q3 Results: Net profit rises 2% YoY to ₹516 crore; revenue up 3%
📝 Centre signed pacts to start coal mining in Meghalaya after 10 years: CM
📝 Deutsche Bank CEO Says He May Shutter Units in Next Revamp
📝 KPI Green Energy signs agreement worth Rs 1,311 cr for 300 MWAC solar PV plant with Coal India
📝 STMicro Revenue Outlook Misses as Industrial Chip Slump Lingers
📝 Strong investor interest drives value mutual fund inflows to ₹22,757 cr in 2024
📝 Bira subsidiary to add pubs, brewery outlets; targets ₹200 cr revenue by FY26
📝 India to host DeepSeek on local servers to address privacy concerns: IT Minister
This week's Bull's Eye dives into the Deepseek 'opportunity' for Indian AI stocks, Indus Towers' dividend hopes, and the smallcap index jitters.
Watch: https://www.youtube.com/watch?v=xcrmanjIp2U
हिंदी में समझने के लिए: https://www.youtube.com/watch?v=vywuj6azhK0
Read here: https://bit.ly/3EsGN6T
INTRADAY CALL UPDATE : CLOSE POSITIONS IN NIFTY CALL OPT 23150 30JAN SER AT 98 SL HIT RECO LONGS GIVEN AT 144
Читать полностью…INTRADAY CALL UPDATE : CLOSE POSITIONS IN BANKNIFTY CALL OPT 49200 30JAN SER AT 98 SL HIT RECO LONGS GIVEN AT 177
Читать полностью…Why markets trading in red : Disappointment for broader mkt n PSUs as
👉 No announcement of disinvestment
👉Capex spending reduction
👉No major announcement on Defence spending
👉No major accouncement on Railway spendin
Union Budget 2024-2025: https://www.indiabudget.gov.in/doc/Finance_Bill.pdf
Budget Speech: https://www.indiabudget.gov.in/doc/budget_speech.docx
Budget Highlights (Key Features): https://www.indiabudget.gov.in/doc/bh1.pdf
Key to Budget Document: https://www.indiabudget.gov.in/doc/Key_to_Budget_Document_2025.pdf
Economic Survey 2024-25: https://www.indiabudget.gov.in/economicsurvey/doc/echapter.pdf
Footwear big time move - and leather also included. Also toys, India to become a global hub for toys. Manufacturing system push.
Читать полностью…FM
@nsitharaman
announces Dhan Dhanya Krishi Yojna in partnership with states. Scheme to cover 100 Districts. Says 1.7cr farmers will be benefited
Ahead of #Budget2025, MD & CEO of #NSE, Ashishkumar Chauhan says he does not expect any tinkering to the Securities Transaction Tax
Читать полностью…President Trump made comments (again) that underscored tariffs are coming.
Bloomberg headlines 👇
*TRUMP: NOTHING CAN BE DONE BY CHINA, MEXICO AND CANADA RIGHT NOW TO FORESTALL TARIFFS
*TRUMP: 'ABSOLUTELY' WILL PUT TARIFFS ON EU
*TRUMP SAYS WILL PUT TARIFFS ON OIL AND GAS
*TRUMP SAYS TARIFFS ON STEEL, ALUMINUM THIS MONTH OR NEXT MONTH
*TRUMP REPEATS WILL PUT TARIFFS ON PHARMACEUTICALS
*TRUMP SAYS WILL EVENTUALLY PUT TARIFFS ON CHIPS
INTRADAY CALL UPDATE : BOOK PROFITS IN RELIANCE IND AT 1264-1265 RECO LONGS GIVEN AT 1255
Читать полностью…After PM Modi, now President Droupadi Murmu hints about relaxation in Income Tax...!
"Economic progress of 🇮🇳 is deeply tied to the aspirations of the MIDDLE class & their fulfillment 🎯
The bigger the dreams the middle class has, the higher the country will soar."
Welcome : FEB SERIES
Jan series ended with a 500 Pt cut on the Nifty
Nifty has lost for 4 consecutive series now, down 3000 Pts since Oct series
Despite the fall, FIIs have started the series heavily short.
FII long exposure at just 11%
Nifty Jan-Feb rollovers at 80%, higher vs average of 75%
Nifty starts Feb series with 1.73 Cr shares in open interest, on the heavier side
FII net exposure is at -1.7 Lakh contracts, it’s among the highest ever, if you consider lot size has been revised up from 25 to 75
Big Triggers this series - The Union Budget and RBI Policy next week
Feb is known for big moves on either side, can Bulls come back this February?
If there’s no bad news in the Budget, the FII short exposure may provide ample fuel for a powerful short-covering pop
*Instl. Investors EQUITY Cash Trades PROV. - 30/01/2025 : Rs. CRS. :*
*FIIS : SELL -4,583 (10,513-15,096)*
*DIIS : BUY +2,166 (13,934-11,768)*
INTRADAY CALL UPDATE : BOOK PROFITS IN NETWEBTECH AT 1727 RECO LONGS GIVEN AT 1699
Читать полностью…MKT ALERT : Market is open this Saturday 01-02-2025 ( On account of Union Budget of India )
The settlement of trades made on Friday and Saturday will take place on Monday. So, don't sell stock bought on Friday on Saturday,
Shares bought on Friday and Saturday can be sold on Monday
This rule does not apply to f&o