Budget and your stocks

Budget and your stocks

Analysts' Take : What experts recommend and why
7 Jul 2009, 1412 hrs IST,

Top brokers recommend stocks that will give the best returns post Budget 2009-10. Gainers: BSE ( A, B ), NSE | Losers: BSE ( A, B ), NSE I 52 Week: High, Low

• Budget follow-up: Where to save tax while earning money

Budget 2009-10: The Taxation Story
7 Jul 2009, 1226 hrs IST, Economictimes.com and Agencies

Increase in personal tax exemption limit will leave more money in the hands of individuals. But the real gainers are those earning over Rs 10L. New I-T slabs

• Sectors that have yielded the best returns over time

1321 hrs IST

Budget 2009-10: What's cheap, what's not

1211 hrs IST

Special: Googlies in the Budget 2009-10

1127 hrs IST

Budget 2009-10: Scorecard on UPA's reforms initiative

1523 hrs IST

Budget 2009-10: Your Guide to Corporate Tax

0625 hrs IST

Cos shed FBT load, staff may have to bear brunt

0637 hrs IST

IT: Packaged software exempt from 8% excise & countervailing duty

0452 hrs IST

Mobiles, TV cos to benefit from Customs tweaks

Budget 2009-10: Impact on You
Blog: The Budget has compounded our problems Budget 2009-10 has compounded the country’s problems many times over by carrying populism to an extreme. LCDs gets cheaper I Happy about shiksha, naukri & bluetooth Real jewelry wears a fake smile | Now, save on make-up

Budget may backfire, trip up recovery

7 Jul 2009, 1452 hrs IST, REUTERS

The record $93 bn in borrowing planned to fund a 36% spending hike in the 2009/10 budget also risks stifling the flow of credit to businesses. Budget: Full Coverage

• Closing Bell: Sensex ends choppy session higher
• FBT abolition positive; disinvestment target low: Rakesh Jhunjunwala
• Tax exemption can lift consumption: K V Kamath

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EWS

• FM's Speech (video)
• Budget Document
• Market Commentary
• Sector Impact
• Stock Picks & Strategy

REACTIONS

• Corporate Leaders
• Market Experts
• FIIs
• Brokerages
• PF Experts

INTERACT

• Chat
• Satte Pe Satta Contest
• Budget Moneybhai Contest
• Budget Debates
• Live Chat Room

Budget Impact on Sectors

Auto - 2 & 3 Wheelers | Auto - Cars & Jeeps | Auto - LCVs/HCVs | Auto Ancillaries | Banks - Private Sector | Banks - Public Sector | Cement - Major | Chemicals | Cigarettes | Computers - Software - Training | Computers - Software Medium/Small | Construction & Contracting - Civil |

56 more sectors »

Sector Impact Negative Positive

STT Rationalization To Negatively Impact Brokers

Indiabulls 186.95 4.3 | India Infoline 122.75 4.15

29th-Feb-2008 14:34

DDT Rationalisation To Benefit Investment Holding Cos; Focus ICICI Bank,GMR, IRB

ICICI Bank 695.00 17 | HDFC Bank 1426.35 -0.85

29th-Feb-2008 13:16

Reduction Of CENVAT +ve Impact On Manufacturing Industries

GAIL 323.85 10.55 | Container Corp 975.00 -15.65

29th-Feb-2008 13:10

Reduction Of Excise Duty +ve Impact On Pharma Sector

Sun Pharma 1143.35 13.15 | Cipla 257.25 -2.8

29th-Feb-2008 13:06

New Hospitals set up eligible for tax holiday under section 80I(B)

Apollo Hospital 573.00 1.5 | Opto Circuits 151.90 -2.15

29th-Feb-2008 13:06

No extension of tax holiday for EOU/STPI; Neutral Tech stocks

Net 4 India 73.00 2.65 | Parle Software 72.25 -3.75

29th-Feb-2008 12:52

Tax Benefit for Healthcare & Tourism Cos: +ve for Sectors

Titan Industrie 1220.00 -17.8 | Jain Irrigation 689.05 31.05

29th-Feb-2008 12:50

DDT Rationalisation To Benefit Investment Holding Cos

Rel Capital 829.55 -3.95 | Shree Global Tr 271.10 1.7

29th-Feb-2008 12:48

Excise Duty On Clinker Upped to Rs 450/tonne; -ve for Ultratech, Kesoram

ACC 762.45 38.65 | Ambuja Cements 91.25 4.05

29th-Feb-2008 12:45

Weighted Deduction for outsourced R&D; +ve for Pharma Cos

Sun Pharma 1143.35 13.15 | Cipla 257.25 -2.8

29th-Feb-2008 12:45

Section 35D benefit extended to service companies

EIH 117.40 -4.15 | Indian Hotels 61.20 -0.75

29th-Feb-2008 12:44

Seed co's to get 150% deduction on R&D expenses; + ve Monsanto, Advanta

Syngenta 715.15 -0.55 | Monsanto India 1500.60 -24.3

29th-Feb-2008 12:43

Excise Duty Cut Tea Industry +ve Impact :PwC

Tata Tea 715.10 8.05 | Mcleod Rus 115.00 4.7

29th-Feb-2008 12:39

Excise Rate Cut; +ve for AIDS Drug Cos:PwC

Sun Pharma 1143.35 13.15 | Cipla 257.25 -2.8

29th-Feb-2008 12:38

Excise Duty Cut from 16%-12%; +ve For Ashok Ley, Maruti, Tata Motors

Tata Motors 279.85 -3.5 | Ashok Leyland 30.55 1.25

29th-Feb-2008 12:37

Pages | 1 | 2 | 3 | 4



Source: Moneycontrol.com, Economictimes.com

BUDGET 2009-2010

UPA-II brings back CMP in its Second Avtaar

7 Jul 2009, 0507 hrs IST, SWAMINATHAN S ANKLESARIA AIYAR,ET Now

Long on grandiose plans, but short on blueprint, the Budget was a dampener for most stakeholders. Macro data from budget 2009-10 | India Inc's hotshots on Budget

• ET Exclusive: Interview with Prime Minister Manmohan Singh
• ET Exclusive: Interview with Finance Minister Pranab Mukherjee
• An inclusive Budget for India & Bharat: Narayana Murthy

FM goes easy on personal tax; makes products cheaper

For markets, Budget puts a 'buy' on fundamentals
7 Jul 2009, 0700 hrs IST, SANTOSH NAIR,ET Bureau

Fund managers betting on long term will be happy that fundamentals could be back in vogue on Dalal Street. Decoding Budget jargon I Budget 2009-10: Impact on Investor

• CTT's out, cold chain investment turns hot

Budget 2009: FM makes life less taxing, more saral 7 Jul 2009, 0700 hrs IST, TINA EDWIN,ET Bureau For millions of working people stung by rising cost of living and salary freezes or cuts, Budget comes as a palliative, but not the cure. New Income Tax rates & slabs No PAN card, shell out more TDS

• FMCG, durable cos eye rural mkts
• Budget: Mobiles, TV cos to benefit
• Deal for steel, right mix for cement

• Cos shed FBT, staff may bear brunt
• Not enough to propel 4% farm growth
• Divestment target set at Rs 1,120 cr
• Spending on Bharat will spur growth
• IIFCL to pick infra loans from banks

Budget Reactions
Given global crisis, fiscal deficit is fine: Deepak Parekh A 6.7% GDP growth is commendable, given the global downturn. And thrust on infrastructure spending will generate employment. Spend to boost demand: Mukesh I 'It's a scheme-led Budget' Exemption to lift consumption: Kamath | Growth on track: Naik

UPA-II brings back CMP in its Second Avtaar

RELATED:

• Budget 2009-10 backs farmers
• Markets see biggest Budget-day fall in point basis
• Budget 2009-10 lays major emphasis on infrastructure
• Budget 2009-10: IT exemption limit increased, corporate tax rate unchanged

FM makes life less taxing, more saral

RELATED:

• Budget 2009-10: No PAN card, shell out more
• Just cosmetic surgery for NPS won't do
• Tough on evaders, Saral for SMEs
• FBT abolition to cut cos' tax burden
• Given global crisis, fiscal deficit is fine: Parekh
• Lack of road map for fiscal consolidation disappoint

Budget '09: PM explains priorities of UPA-II

RELATED:

• Budget lacks flamboyance but not substance
• Budget seeks to minimise impact of global recession
• Government committed to public sector disinvestment

An inclusive Budget for India & Bharat: Narayana Murthy

RELATED:

• Budget 2009-10: Realistic & broadly balanced, says Former RBI gov Bimal Jalan
• Spending on Bharat will spur India's growth too
• Budget first step in govt marathon
• Experts hail budget even as market gives thumbs down

Market News

More >>

Budget puts a 'buy' on fundamentals

Fund managers betting on long term will be happy that fundamentals could be back in vogue on Dalal Street. Decoding Budget jargon I Budget 2009-10: Impact on Investor

• CTT's out, cold chain investment turns hot
• 'Market may bounce back soon'
• 'FBT abolition positive; disinvestment target low'
• India not under rating strain: S&P
• MFs welcome budget 2009-10

News and Analysis

More >>

IT gets new lifeline in Pranab's Budget

Tax sops extended by one year, no multiple taxation on packaged software, independent mechanism to deal with taxation of captive units of MNCs and no FBT.

• Packaged software exempted from 8% excise duty
• FM offers faster solution to cross-border tax disputes
• Fails to live up to expectations: Yashwant Sinha
• Budget is no panacea for old maladies
• 'Quite realistic & broadly balanced'

Expert Speak

More >>

Swami ranks Budget 5.5 out of 10

Swami said what was disappointing was that Budget totally missed on a road map on issues like setting FRBM target.

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CNBC-TV18 Exclusive: FM says budget is a calculated risk

The Last Word: Impact analysis by CNBC TV18 Anchors

	Vivian Fernandes Market reacts to the Budget's packaging, not substance		Udayan Mukherjee A game of patience		Vivek Law Days of exemptions are over

Source:Moneycontrol,Economic Times.com

Macro data from budget 2009-10

Macro data from budget 2009-10

India's fiscal deficit ballooned to 6.8 per cent of gross domestic product for the fiscal year to March 2009, more than double the government's target of 2.5 per cent and the highest in nearly two decades.

Here is quick recap of the macro data from the budget:

Source: https://pib.in

Source: https://pib.in

Full Coverage: Union Budget 2009-10

Full Coverage: Railway Budget 2009-10

Full Coverage: Economic Survey 2009-10

Budget 09-10: Deficit as Percentage of GDP 6 Jul 2009, 1646 hrs IST

Print Save EMail Write to Editor

Source: https://pib.in

Budget 09-10: Total Non-Plan Expenditure



Source: https://pib.in

More @ http://economictimes.indiatimes.com/articleshowpics/4744914.cms



Source: Economic Times.