“The stock market is not enthusiastic because …”: a financial expert after the 2025 taxes

The Federation’s budget has provided 2025 significant tax reduction to the middle class, but the Indian stock market remained largely indifferent. In the midst of mixed reactions, Sharfastava, founder of Hell and Malian expert, presented his visions on how to reshape the tax cuts in India.

“If you make 12 cheeks, you will provide between 80 thousand to 1 for the INR,” Sriffastava indicated, highlighting the direct impact of the Minister of Finance Nermalla Sitaramann. It was estimated that about 1.4 crimes of taxpayers will benefit from these savings, as it reached nearly 1.4 Kah rupees – a large amount that could flow to spending or savings. “This will lead to the leadership of the story of local consumption in India,” he added, indicating that tax exemption can have long -term effects that exceed immediate financial benefits.

However, despite the possible income in the available income, the stock market reaction was frustrated. Sensex rose by only 5 points to close at 77,506 on Saturday, while NIFTy fell 26 points to 23482. Shrivastava note, “The stock market has not shown any positive (so far) because the Indian market is still not attractive to foreign investors.” This was attributed to the slowdown in India, which weakens investor morale.

Shrivastava is still optimistic with caution, noting that the increased demand for special consumption can attract foreign investment in the end. “We hope, with increasing demand for private consumption, foreign investors will also see high return opportunities in India. Let’s wait and watch.”

Market experts share similar feelings. “The market has responded to the federation’s budget with a mixed point of view, primarily due to a 10 % increase on an annual basis in Capex for the 26th year, and it lacks expectations,” said Vinod Nair, Geojit Financial Services, said. He also said that sectors such as railways, defense and infrastructure, which usually affect the performance of the market, have witnessed limited gains. On the other hand, consumption -based sectors, which are expected to benefit from increasing the available income, had a steadfast effect due to its modest representation in the wider market.

“The impact of the federation’s budget can remain in the next session, especially in the consumption sectors,” added Ajit Mishra, SVP to search on Broking Religare. He pointed out that NIFTY may hover around the current levels as investors are waiting for clear signals, as the next profit season is likely to affect market movements.