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*News Headlines from Business News Agencies:*
*Business Standard*
📝 Startups get another Rs 10k crore 'Fund of Funds' fillip in Budget 2025
📝 Budget unveils 6-year plan to cut debt-to-GDP ratio to 47.5-52% by FY31
📝 Budget 2025: Govt ups allocation for electronics PLIs, semicon, AI by 84%
📝 Budget proposals will lift the sentiments of the middle class: FICCI
📝 Budget 2025: Tax relief, policy push to boost electric two-wheeler demand
📝 Educators welcome govt's focus on AI to create future ready talent
📝 Budget 2025-26: Cotton Mission gets a boost to improve productivity
📝 Karnataka industry leaders back Union Budget, praise tax relief measures
📝 Coal minister calls budget 'empowering for farmers, women, and entrepreneurs’
📝 Budget allocates Rs 74,226 crore for drinking water and sanitation
📝 Fixed depositors - TDS limit hiked to Rs 50,000, Rs 1 lakh for seniors
📝 India Inc to boost capex as Budget drives infra, manufacturing, mining
📝 Govt projects dividend income of Rs 2.56 trn from RBI, PSBs in FY26
*Economic Times*
📝 President's office gets Rs 141.83 crore in Union Budget
📝 Time limit to file updated ITR extended in Budget 2025
📝 UK businesses 'encouraged' by Budget 2025 focus on growth, trust-based approach
📝 India's defence budget heavily weighted to manpower costs
📝 Govt increases culture budget by Rs 100 crore, prioritises heritage and arts
📝 Budget 2025: 100 Amrit Bharat, 50 Namo Bharat, and 200 Vande Bharat trains to be manufactured
📝 Budget 2025: No relief for crypto investors, new compliance requirement introduced
📝 Budget allots Rs 1,024.30 cr for ministers' salaries, entertainment of state guests, ex-governors
📝 Export Promotion Mission to help promote shipments: Piyush Goyal
📝 Ambitious e-Courts Phase III gets Rs 1,500 crore in Union Budget
📝 Health insurance for gig workers is 'worthy' move: Swiggy on Union Budget
📝 GST collections in January at Rs 1.96 lakh crore, up 12.3% YoY
*Mint*
📝 Budget 2025: Govt pegs divestment, asset monetisation proceeds at ₹47,000 cr
📝 Budget strengthens the middle class for a consumption-driven economy
📝 Ken Enterprises IPO opens on February 5; issue price band set at ₹94 apiece
📝 Budget: Tax benefit for parents contributing to child welfare plan NPS Vatsalya
📝 Budget 2025: 5 major income tax reforms beyond ₹12 lakh tax rebate
📝 Builders hail ₹15K cr fund for stalled projects, but feel Budget falls short of their expectation
📝 An American purchase of Greenland could be the deal of the century
📝 Govt to introduce new I-T bill in Parl next week; to raise insurance FDI to 100 pc
📝 Insurance stocks trade higher after FM announces 100% FDI in insurance sector
📝 Massive price drops on smart TVs: Perfect time to upgrade home entertainment
📝 Commercial LPG cylinder prices slashed by ₹7
Stock specific positive and negative for budget 25-26
MAJOR UPDATES AND STOCK IMPACTED BY BUDGET 2025
50 ANNOUNCEMENTS, MORE THAN 150 STOCKS
HERE IS THE LIST!
1.No major announcement on tobacco tax rates
+VE ITC, GODFREY PHILLIPS, VST INDUSTRIES
2.No income tax payable upto the income of Rs 12 lakh
+ve ZOMATO, SWIGGY, HUL, NESTLE, DABUR, TRENT, JUBILANT FOODWORKS, VARUN BEVERAGES, UNITED SPIRITS,ASIAN PAINTS, VOLTAS, HAVELLS
3.FY25 capex seen at Rs.10.18 lkh cr vs Rs.11 kh crs earlier (LESSER THAN EXPECTED)
-ve L&T, JK INFRA, NCC, RAILWAY, DEFENCE
4.NO GST rate cut announcement+No 80C & 80D exemptions under new tax regime- FDI limit for the insurance sector will be raised from 74 to 100 per cent (This is positive)
-ve for HDFC Life, ICIC Lombard, Go Digit, PB Fintech
5. Aatmanirbharta in Pulses+ National Mission on High Yielding Seeds
+ve Kaveri Seeds, ITC, Adani Wilmar
6. Prime Minister Dhan-Dhaanya Krishi Yojana - Developing Agri Districts Programme
+ve Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries
7. PM SVANidhi (enhanced loans from banks, UPI linked credit cards with ` 30,000 limit)
+VE FINOPAYMENT BANK, PAYTM
8.No major announcement on LPG subsidy
-VE IOCL, HPCL, BPCL
9. Government will bring in an enabling framework for sustainable harnessing of fisheries from Indian Exclusive Economic Zone and High Seas
+VE AVANTI FEEDS, COASTAL CORP, KINGS INFRA, ZEAL AQUA, APEX FROZEN FOOD
10.ED TECH, UPSKILLIN AI ANNOUNCEMENTS
+VE NIIT, NIIT LEARNING, CL EDUCATE
11. Mission for Cotton Productivity
+VE WELPSUN, NAHAR SPINNING, INDOCOUNT, OTHER TEXTILE VALUE CHAIN COMPANIES
12. The loan limit under the Modified Interest Subvention Scheme will be enhanced from ` 3 lakh to 5 lakh for loans taken through the KCC.
+VE MM, TVS MOTOR, FMCG STOCK, BAJAJ AUTO, JAIN IRRIGATION, SBI, PNB, SHAKTI PUMPS
13.BUDGETS-ALLOCATIONS LESSER THAN EXPECTED-DEFENSE, HOME AFFAIRS, IT AND TELECOM, COMMERCE AND INDUSTRY
-VE BEL, HAL, BHARAT DYNAMICS,APOLLO MICRO, INFOSYS, TCS, WIPRO
14. India Post as a Catalyst for the Rural Economy
-VE FOR DELHIVERY
15. Significant enhancement of credit availability with guarantee cover-MSME, Startups+ Credit Cards for Micro Enterprises+ Fund of Funds for Startups
+ve INFOEDGE, SMALL FINANCE BANKS, SELECT NBFCs
16. Focus Product Scheme for Footwear & Leather Sectors
+Mirza International, Redtape, Metro Brands, Campus Active, Liberty
17. Measures for the Toy Sector
+VE Shaily Engineering, OK Play
18. Support for Food Processing
+Ve Gujarat Ambuja Exports, Hindustan Foods, DFM Foods, Prataap Snacks
19. Manufacturing Mission - Furthering “Make in India”
+VE DIXON TECH, PG ELECTROPLAST, AMBER ENTERPRISES, EPACK DURABLES
20. Clean Tech Manufacturing
+VE WAREE, PREMIER ENERGIES, AMARA RAJA, EXIDE, SUZLON, INOX WIND
21. Saksham Anganwadi and Poshan 2.0
+VE FIRSTCRY, POPEE'S BABY CARE
22. Broadband Connectivity to Government Secondary Schools and PHCs
+VE JIO, BHARTI AIRTEL, TEJAS NETWORK, STERLITE TECH, VODAFONE IDEA, HFCL
23. Bharatiya Bhasha Pustak Scheme
+ve S Chand, Navneet Education
24. Expansion of Capacity in IITs
+ve NBCC
25. Social Security Scheme for Welfare of Online Platform Workers
+VE FOR ZOMATO, SWIGGY, NYKAA
26.JAL JEEVAN MISSION- extension of the Mission until 2028
+VE VATECH WABAG, JASH, ITD CEMENTATION, SHAKTI PUMPS, JAIN IRRIGATION, EMS
27. Incentivize electricity distribution reforms and augmentation of intra-state transmission capacity by states.
+VE NTPC, POWER GRID, KEC, TATA POWER, ADANI TRANSMISSION
28. Development of at least 100 GW of nuclear energy by 2047
+VE HCC
29. Shipbuilding Financial Assistance Policy will be revamped+ Shipbuilding Clusters will be facilitated to increase the range, categories and capacity of ships+ Maritime Development Fund with a corpus of ` 25,000 crore will be set up.
+VE GRSE, SCI, MAZAGON, COCHIN SHIPYARD
30. Modified UDAN scheme will be launched to enhance regional connectivity to 120 new destinations and carry 4 crore passengers in the next 10 years.
*Instl. Investors EQUITY Cash Trades PROV. - 01/02/2025 : Rs. CRS. :*
*FIIS : SELL -1,327 (987-2,314)*
*DIIS : BUY +824 (13,364-12,540)*
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.
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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
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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
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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."
INTRADAY BUY RELIANCE IND AT 1255,SL-1242,TRGT-1275
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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
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+VE GMR AIRPORTS, ADANI ENETERPRISES, SPICEJET, INTERGLOBE AVIATION
31. Mining sector reforms+ policy for recovery of critical minerals
+VE NMDC, GMDC, VEDANTA
32. Special Window for Affordable and Mid-Income Housing (SWAMIH)
+VE AAVAS FINANCIER, AADHAR HOUSING, HOME FIRST FINANCE, HDFC BANK, SBI, PNB
33. Top 50 tourist destination sites in the country will be developed in partnership with states+ Special focus on destinations related to the life and times of Lord Buddha.
+VE EASEMYTRIP, IHCL, ITC HOTELS, CHALET HOTELS, LEMON TREE, INTERGLOBE AVIATION, IRCTC, IXIGO, THOMAS COOK, SPICEJET
34. Medical Tourism and Heal in India will be promoted in partnership with the private sector
+VE SHALBY, ASTER DM, APOLLO, FORTIS, RAINBOW CHILDREN
35. To start a National Geospatial Mission to develop foundational geospatial infrastructure and data
+ve Genesys, MapMyIndia
36. Export Promotion Mission, with sectoral and ministerial targets
+ve PHARMA, EMS STOCKS
37. A national framework will be formulated as guidance to states for promoting Global Capability Centres in emerging tier 2 cities. T
+VE FOR EMBASSY REIT, MINDSPACE REIT, DLF
38. The scope for fast-track mergers will also be widened and the process made simpler.
+ve for Special Situation Stock
39. Rationalisation of Customs Tariff Structure for Industrial Goods
+ve ABB, Siemens, Thermax
40. To add 36 lifesaving drugs and medicines to the list of medicines fully exempted from Basic Customs Duty (BCD).
+VE DRL, CIPLA, AUROBINDO PHARMA, SUN PHARMA
41. To fully exempt cobalt powder and waste, the scrap of lithium-ion battery, Lead, Zinc and 12 more critical minerals.
+VE FOR AMARA RAJA, EXIDE
42. To add two more types of shuttle-less looms to the list of fully exempted textile machinery. To revise the BCD rate on knitted fabrics covered by nine tariff lines from “10% or 20%” to “20% or ` 115 per kg, whichever is higher”.
+VE FOR TEXTILE COMPANIES-WELSPUN, INDOCOUNT, NAHAR SPINNING
43. Manufacture of such Open Cells, the BCD on these parts will now stand exempted.
+VE DIXON, PG ELECTROPLAST, EPACK DURABLE
44. To add 35 additional capital goods for EV battery manufacturing, and 28 additional capital goods for mobile phone battery manufacturing
+VE DIXON TECH, RATTAN INDIA, EXIDE, AMARA RAJA
45. To continue the exemption of BCD on raw materials, components, consumables or parts for the manufacture of ships for another ten years.
+VE FOR SHIPPING INDUSTRY
46. Domestic MROs for Railway Goods
+VE RITES
47. To reduce BCD from 15% to 5% on fish hydrolysate for manufacture of fish and shrimp feeds.
+VE MUKKA PROTEIN, SHRIMP STOCKS
48.NO GST FOR- Ground installation for satellites including its spares and consumables+ Goods used in the building of launch vehicles and launching of satellites
+VE L&T, SUNDARAM FASTENERS, APOLLO MICRO
49.NO MAJOR ANNOUNCEMENT ON CAPITAL GAIN TAXATION
-VE FOR ANGELONE, MOTILAL, ICICI SECURITIES, IIFL SECURITIES
50. Reduces custom duty on import of propane/butane/LPG to 2.5%/2.5%/5% from 15% earlier
-VE FOR Gujarat Gas and +VE OMCs
From a boost in mega consumption to efforts to keep the fiscal deficit on track, watch this explainer to understand what this budget holds for us and the economy!
https://youtu.be/5JNlf8LqVIY?si=4dA036mlGu7L61I8
हिंदी में समझने के लिए: https://youtu.be/NkWPtUlUvxk?si=joeD3m4LPFyYLr5o
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.
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Budget2025Highlights | Focus Is On 10 Broad Areas In This Budget & they include Supporting SMEs, Promoting Exports, Agri Growth, Rural Prosperity
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6 sectors for reforms : agriculture, power sector, taxation, mining, urban development
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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
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INTRADAY BUY NIFTY CALL OPT 23300 06FEB SER AT 373,SL-332,TRGT-455
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*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
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CORRECTION : INTRADAY BUY NETWEB TECH AT 1699,SL-1671,TRGT-1747
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