Will Trump 2.0 aid India Inc earnings? Subhash Chand of SMC Global answers

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Will Trump 2.0 aid India Inc earnings? Subhash Chand of SMC Global answers - Business Standard

Quick Summary:

Increasing allocation for digitalisation schemes, a dedicated funding window for microfinance institutions, and the introduction of new schemes to boost financial inclusion, especially among women, might be there in this Budget radar to boost the BFSI sector.

The infrastructure and manufacturing sector will experience higher growth through rising government capex, and robust public-private partnerships.

Other new-age sectors that will see higher investor interest in 2025 are quick commerce, electric vehicle (EV), and health tech with initial public offerings (IPOs) being lined up.