Budget Mania 2010

8/14/2019 Budget Mania 2010

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BUDGET MANIA 2010


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INFLATION


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AUTO

AUTO Auto stocks will have direct impact on any

announcements,being made in the sector on excise duties.If there is any hike in excise duty the stocks will havenegative impact whereas any positive announcements or nohikes can have positive impact on the stocks. Any rise inexcise duty will be passed on to the consumers which will bereflected in the higher prices they have to pay for it and

vice- versa. Stocks to Watch: TATAMOTOR, MARUTI, M&M, BAJAJ AUTO, HERO HONDA, ASHOK LEYLAND AND TVS MOTOR.


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AGRICULTURE

Indian economy being an agricultural economy ourGovernment's focus will be on promoting agricultural activities.Rising inflation is also a worry thus increased allocation for thissector will have a positive impact on the stocks in this sector andvice-versa.Stocks to Watch:

JAIN IRRIGATION, KRBL, RUCHI SOYA, KSOILS, CHAMBAL FERT.& NAGARJUNA FERTILIZER


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CEMENTS

The cements stocks will also be in focus as any hikes or reductionsin excise duties will have direct impact on this sector. A hike inexcise duty will have negative impact on the stocks as the endconsumer has to pay more prices for the product whereas anydecrease in the excise duty will positively impact the stocks.Stocks to Watch:ACC, AMBUJA CEMENTS, GRASIM AND ULTRATECH CEMENT.


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CONSTRUCTION

Better infrastructure facilities for India have been thepriority of Indian Government. Any increase ininfrastructure spending by the Government will helpthe construction sector to usher inlong term.

Stocks to Watch:NAGARJUNA CONSTRUCTION, HINDUSTAN

CONSTRUCTION,UNITECH, PARSVNATH, GAMMONINDIA.


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FMCG

The FMCG Stocks will be impacted by any hike/decline in exciseduty. A Hike in excise will lead to higher prices for the productswhich ultimately will be passed on to the end consumer in termsof increased price, thus any hike would have negative impact onthis sector and vice-versa.

Stocks to Watch:ITC & HINDUNILEVER


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Any increase in export duty on iron ore will have negativeimpacton the stocks related to iron ore sector. Also increase inexciseduty will have adverse impact on the metals stocks and

viceversa.Stocks to Watch:Increase in export duty on iron ore:Stocks that will have negative impact are SESAGOA &

JSWSTEELIncrease in excise duty:

TATASTEEL, SESAGOA, JSWSTEEL, SAIL etc.

Metals


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PHARMAPharma sector is a priority sector. Any rebates ordeductionsrelated to R&D and promotional activities will give aboost to thissector which will have positive impact on the stocks of this sectorand vice-versa.Stocks to Watch:

DR. REDDY, SUNPHARMA, GLENMARK and LUPIN.

PHARMA


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Any revisions on raising the limits of interest ratedeductionsavailable on housing loan interest payments willhelp the realestate companies as the customer will be in aposition to havehigher loans which will ultimately lead to higherdemand for the

Real Estate Players.

REAL ESTATE


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FINANCIALS

The financial sector will be impacted by anyannouncements onLoan Policies and increase or decrease in FDI Limit.Stocks to Watch:RELIANCE CAPITAL, KOTAK, INDIABULLS FINANCIAL,LICHOUSING FINANCE.


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THANKS & REGARDS

RAKESH CHANDRAYAN9766360052SR.RELATIONSHIP MANAGERINDIAINFOLINE LTD

Budget Mania 2010

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