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Your Weekly Stock Markets Rundown: Union Budget 2025-26—A Vision for Viksit Bharat!
February 3–7, 2025
thestock whisperers
February 02, 2025
February 3–7, 2025
📊 Market Overview
Budget 2025-26 Unveiled: The Union Budget focuses on economic reforms, rural upliftment, MSME growth, infrastructure expansion, and streamlined tax reforms.
Global Rate Decisions: The US Fed maintained interest rates at 4.25–4.50%, impacting commodity prices and inflation trends.
Earnings Drive Market Sentiment: Strong results boost stock movements, with financials emerging as a safe bet.
IPO Buzz: Arisinfra Solutions IPO opened on February 3, with strong investor interest.
RBI’s MPC Meet: The central bank's decision on interest rates will be a key factor in market movement next week.
Budget 2025-26: A Blueprint for Viksit Bharat!
Inclusive Growth, Stronger Economy, and Future-Ready Reforms
In this article, The Union Budget 2025-26 aims to accelerate India's journey towards becoming a developed nation (Viksit Bharat) through strategic reforms, inclusive development, and enhanced capital expenditure. The budget focuses on uplifting the rural economy, empowering MSMEs, boosting private sector investments, and strengthening infrastructure and social welfare programs.
📅 Key Events This Week
Day | Event | Details |
|---|---|---|
Monday, Feb 3 | IPO: Arisinfra Solutions opens | The price is set at Rs 200–Rs 210 per share. |
Earnings: Aditya Birla Capital, Divis Labs, Paradeep Phosphates | Key earnings announcements. | |
India Manufacturing PMI | HSBC India Manufacturing PMI at 58, indicating strong industrial activity. | |
Global PMIs & Inflation | Euro, US, UK, and Eurozone PMI readings & inflation updates. | |
Tuesday, Feb 4 | Earnings: Asian Paints, Godrej Properties, Titan, Tata Power, Zydus Wellness | Big names to report results. |
Wednesday, Feb 5 | Earnings: Cummins India, Info Edge India, Zydus Lifesciences | Companies in focus. |
India Services PMI | Fell to 56.8 from 59.3 in December, reflecting slower service growth. | |
Thursday, Feb 6 | Earnings: Bharti Airtel, Hero MotoCorp, ITC, SBI | Sector giants report quarterly performance. |
UK Interest Rate Decision | Expected rate cut as the economy stagnates. | |
US Jobless Claims | Weekly claims data to indicate labor market strength. | |
Friday, Feb 7 | Earnings: Firstsource Solutions, LIC | Financial sector results in focus. |
India Interest Rate Decision | RBI’s stance on repo rates to guide markets. | |
India Forex Reserves Update | Figures for January-end awaited. |
📈 Sector Highlights
Financials: Large-cap financial stocks remain strong amid stable monetary policies.
Manufacturing: PMI data signals robust industrial activity.
Technology: Earnings season to provide direction for IT stocks.
Oil & Commodities: US rate pause limits inflation risks for imported commodities.
📊📑 Important Observations and Market Sentiments: Editor Special
Union Budget Impact: Market digesting policy measures, with infra & MSME sectors seeing renewed interest.
Global Rate Trends: US Fed & UK BoE decisions influencing risk appetite.
Earnings Season Continues: Strong corporate results lifting investor confidence.
RBI’s Policy Outlook: Markets awaiting repo rate decision on February 7.
🤔 DO YOU KNOW?
The HSBC India Manufacturing PMI at 58 in January 2025 was the highest since June 2023, showcasing India's robust industrial growth momentum!
👀Stocks to Focus:
Bharti Airtel: Earnings-driven rally and strong subscriber growth.
State Bank of India: Positive banking sector outlook post-budget.
TCS: Weak IT sentiment presents a long-term buying opportunity.
📜 Summary:
The week saw Budget 2025-26 setting the economic roadmap for Viksit Bharat, while global interest rate decisions and strong earnings influenced market movements. With RBI’s policy decision next week, markets remain highly alert for future trends!
Stay Informed, Stay Ahead 🚀
😊Thank you for subscribing to our Weekly Stock Markets Rundown. Stay tuned for next Saturday.
Disclaimer: The Stock Whisperers is a media platform providing educational and informational content related to the stock market. We do not offer investment advice, stock recommendations, or tips. Readers should consult a SEBI-registered advisor before making any investment decisions.