Budget 2025 se consumer discretionaries ko hoga faayda
Sarkaar ne Union Budget 2025 mein consumer spending ko badhava dene ke liye naya tax regime laagu kiya hai. Isse Rs 12 lakh tak ki kamaai tax-free ho gayi hai. Ab taxpayers ke paas zyada disposable income hoga, jisse consumer discretionary products ki demand badhne ki ummeed hai.
Zyada paise, zyada kharcha
Emmer Capital Partners ke CEO, Manishi Raychaudhuri ke anusaar, sarkaar ka yeh kadam consumer discretionaries par kharche ko badhayega. Unka kehna hai ki “Rs 12 lakh tak kamai karne walon ko tax benefit milne se woh zyada paise discretionaries par kharch karenge, jaise ki automobiles, household appliances, vagairah.”
Consumer discretionaries kya hote hain?
Consumer discretionary woh goods aur services hain jo zaroori nahin hote, lekin log inhe pasand karte hain. Jaise ki cars, hotels, restaurants, luxury goods, aur bhi bahut kuch.
Kya log zyada kharch karenge?
Raychaudhuri ka kehna hai ki tax cuts aur January 2026 mein milne wale Pay Commission hikes se log consumer discretionaries par zyada kharch karenge. Unki pasand consumer discretionaries ki taraf zyada jhukti hai.
Kon se stocks benefit karenge?
Raychaudhuri ke mutaabik, household appliances, mobile manufacturers, automobiles, aur auto components jaise sectors ko is consumption push se faayda hoga.
Global market ka asar
US President Donald Trump ke reciprocal tariffs ke baare mein Raychaudhuri ka kehna hai ki iska Indian economy par zyada bura asar nahin hoga. India ka US ko export economy ka sirf 2-2.5% hai.
Market mein utaar-chadhaav
Indian stock market aur rupee ki girti keemat ke beech, Raychaudhuri ka kehna hai ki gold aur silver abhi bhi investors ke liye achha option hain. Saath hi, money market funds bhi achha return de sakte hain, 4-5% tak.
Dividend yields bhi ek option
Raychaudhuri ne dividend yields ka bhi zikr kiya, jo India mein mushkil se milte hain, lekin East Asia mein kaafi options available hain.
