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Гео и язык канала: Индия, Английский
Категория: Экономика


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Гео и язык канала
Индия, Английский
Категория
Экономика
Статистика
Фильтр публикаций


⛺ Capex | Govt Budget & Public-Private Partnerships

Finance Minister Nirmala Sitharaman reaffirmed the government's commitment to capital expenditure (capex) due to its multiplier effect on economic growth.

👉 Budget Estimates for FY26:
- Capex set at ₹11.21 lakh crore
- FY25 revised estimate lowered to ₹10.81 lakh crore (from the initial ₹11.11 lakh crore)

👉 Shift in Spending Strategy:

- Moving from direct government spending to Public-Private Partnerships (PPPs)
- Increased focus on reforms, urban development, and economic acceleration

A big capex push is ahead! 🔥


GROWW | What is Margin shortfall in MTF? | Margin Trading Facility on Groww

👉 Before deciding to "ENABLE MTF" take this up, do consider studying what MTF actually is. It is a both way sword and can cause significant losses.

👉 Risk is so high, you can not only lose your entire funds but also might end up paying extra to broker!

👉 Use this for knowledge purpose only for understanding and clarity.

👉 As per my personal info, MTF is available on:

- Zerodha
- GROWW
- Angel One

Watch here -
https://youtu.be/6RWSDJDqNvs

✅ Note: Do watch their views, but always do your own homework. Always, your money is important.


🏛️ 5 Paisa | Top 5 Stocks for next 10 Years | Best Stocks for Long Term Investment | Stocks to Buy 🔥

👉 Before deciding any investments make sure to study them and not just take them at face value

Watch Here - https://youtu.be/13FVoqVFIJY

✅ Note: Do watch their views, but always do your own homework. Always, your money is important.


☀ Capital Expenditure | (CapEx) Highlights in Budget 2025-26

The Government’s focus on infrastructure and development is reflected in the increased CapEx allocation.

📊 CapEx Allocation & Key Initiatives

📌 Total Capital Expenditure Allocation: ₹11.1 Lakh Crore
📈 Increased investment in infrastructure, highways, and urban development.
🔧 Aims to boost job creation and long-term economic growth.

📌 ₹1.5 Lakh Crore Interest-Free Loans to States for CapEx
States get funds for infra projects but must implement reforms.
Encourages states to invest in power, transport, and digital infra.

📌 Asset Monetization Plan 2025-30 (₹10 Lakh Crore)
Government will lease assets to private firms to reinvest in new projects.
Railways, highways, and airports to be monetized to fund fresh infra development.

📌 Urban Challenge Fund (₹1 Lakh Crore) for Smart Cities & Urban Development
Focus on city redevelopment, water & sanitation, and transport infra.
25% of project cost to be covered by the fund, while 50% will come from bonds, banks, and PPPs.

📌 Jal Jeevan Mission Extended Until 2028
15 crore households already connected with potable water.
Budget allocated to ensure 100% tap water coverage in rural India.

📌 Warehousing & Air Cargo Infrastructure Boost
Govt to develop high-value perishable cargo warehousing.
Improved customs processing and air cargo facilities.

📌 Public-Private Partnership (PPP) Push in Infrastructure
All infrastructure ministries must release a 3-year pipeline of PPP projects.
States can seek support from the India Infrastructure Project Development Fund (IIPDF) for project preparation.

📌 National Manufacturing Mission
A framework to support MSMEs & large industries in boosting domestic manufacturing.
Integration with supply chains & policy incentives for local production.

📊 Sector-Wise Breakdown of CapEx Impact

🚧 Roads & Highways
Significant investment in expanding highway connectivity & expressways.
Increased rural road development under PMGSY (Pradhan Mantri Gram Sadak Yojana).

🏗 Real Estate & Urban Infrastructure
₹1 Lakh Crore Urban Challenge Fund for redevelopment.
Govt will back 25% of project costs, with private sector expected to invest 50%.
Push for affordable housing and smart cities.

🔋 Energy & Power Infrastructure
Investments in power distribution and renewable energy.
Incentives for states to reform power distribution policies.
Nuclear Energy Mission & EV battery manufacturing incentives.

🚆 Railways & Metro Expansion
Railway electrification and new high-speed corridors.
Metro rail expansion in tier-2 cities.

📡 Digital & Telecom Infra
Expansion of 5G and rural broadband infrastructure.
Public-private partnerships to expand fiber optic networks.


☀ Aarti Industries | Financial Results


☀ Anant Raj | Financial Results


☀ Apex Frozen Food | Financial Results


☀ Neogen Chemicals | Financial Results


☀ Ganesha Ecosphere Ltd | Financial Results


☀ G R Infraprojects | Financial Results


👉 Stock Market & Economic Impact

a. U.S. markets saw initial declines amid fears of rising inflation and trade disruptions.
b. Economists warn of higher consumer prices and potential slowdown in economic growth.
c. Uncertainty looms over global trade, affecting supply chains and investor sentiment.

👉 India’s Position

⚡ India not directly affected by these tariffs.
This is a positive for Indian markets. 🔥
Potential opportunities for Indian exports in IT, e-commerce, and manufacturing.


⛺ U.S.-China-Canada-Mexico Trade War 2025: Key Highlights

👉 U.S. Tariffs Announcement
President Trump imposed 25% tariffs on imports from Canada and Mexico.
Canadian energy exports face a 10% tariff.
Chinese imports hit with an additional 10% tariff.
Watch here - https://youtu.be/Fhmp1gE4XmQ
White House Statement - https://youtu.be/Tcl8-6KlpKY

Justification: National security concerns linked to illegal immigration and drug trafficking.
Legal basis: Invoked the International Emergency Economic Powers Act (IEEPA).

👉 Canada's Retaliation
Canada to impose 25% tariffs on $155 billion worth of U.S. imports.
Expected to affect industries including automobiles, agriculture, and manufacturing.
Watch here - https://youtu.be/pIEeI5r89P4

👉 Mexico's Statement: Mexico's president responds to Trump’s tariff threat
Watch here - https://youtu.be/qZMclzyrnSU


🚄 What will be the impact of new app swarail on IRCTC ?

The Indian Railways has introduced SwaRail, a comprehensive 'Super App' developed by the Centre for Railway Information Systems (CRIS), aiming to integrate various railway services into a single platform. This initiative is designed to enhance user experience by consolidating functionalities such as reserved and unreserved ticket bookings, train inquiries, real-time tracking, and food ordering.

Impact on IRCTC:

👉 Integration and Collaboration: Rather than replacing the existing IRCTC platforms, SwaRail is expected to work in conjunction with them. Integration efforts between the planned super app and IRCTC are currently underway, ensuring that IRCTC continues to serve as the interface between CRIS and passengers purchasing train tickets. 🔥

👉 Enhanced Revenue Streams: Officials view the super app as a new revenue stream, as IRCTC holds a dominant position in the online ticketing market. In the fiscal year 2023-24, IRCTC processed 453 million bookings, contributing significantly to its revenue. 🔥

👉 Improved User Experience: By consolidating multiple services into a single platform, SwaRail aims to provide a more streamlined and user-friendly experience for passengers, potentially increasing user engagement and satisfaction.

Sources:
Times of India - Link
Financial Express - Link
MoneyControl - Link


Different Kind of Recommendation | The Secret of the Shiledars

👉 If you love history, treasure and thrill 🔥

👉 If you are someone who admire "Chhatrapati Shivaji Maharaj" you will admire this 💯

📌 Do watch, you might love it, Happy Weekend ❤️ 🙏


GROWW | 21 Stocks in Focus post Budget 2025 | Union Budget 2025 Highlights in Hindi

👉 Before deciding any investments make sure to study them and not just take them at face value

Watch here -
https://youtu.be/wWhFrrSywgw

✅ Note: Do watch their views, but always do your own homework. Always, your money is important.




🏛️ Concentration Vs Diversification: What Should You Pick?

👉 Before deciding any investments make sure to study them and not just take them at face value

Watch here - https://youtu.be/3OyB-hFpOs8

✅ Note: Do watch their views, but always do your own homework. Always, your money is important.


🏛️ Secrets of Value Investing: Raunak Onkar on PPFAS Strategies, Stock Picks & Lessons from Buffett!

👉 Before deciding any investments make sure to study them and not just take them at face value

Watch here - https://youtu.be/VYbb3R2EcBk

✅ Note: Do watch their views, but always do your own homework. Always, your money is important.


☀ Vinati Organics | Financial Results


🏛️ Sonia Shenoy | Money Mindset | How to Identify Winning Stocks| Insights from Amit Jeswani

👉 Before deciding any investments make sure to study them and not just take them at face value

Watch here - https://youtu.be/kNqisU3Kwg0

✅ Note: Do watch their views, but always do your own homework. Always, your money is important.

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