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FY25 Budget Highlights & Discussion | Parimal Ade, Gaurav Jain & CA Yogesh Katariya (Live Session)

Budget 2024 Highlights | 23rd July 2024 | Parimal Ade

00:00 Start
00:46 US markets down
03:53 Budget reaction on Indian market
05:17 GST buoyancy expected to decline
06:22 India may cut borrowing if...
07:20 Sebi study on equity cash investors
09:17 Axis Bank results
10:27 L&T Results
12:24 Sona BLW results
13:07 SBI Life results
14:23 KPIT Tech Q1 results
15:57 Ola Electric's $740 Million IPO
17:22 Knowledge Section

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- 00:00 🌐 Global Market Update
- Overview of global market performance.
- NASDAQ down 3.5%, S&P 500 down over 2%.
- Major companies like Tesla and Google have significant drops.

- 02:18 📉 US Market Decline
- Discussion on significant declines in US markets.
- Magnificent Seven companies face major losses.
- Impact on NASDAQ and S&P 500 due to these declines.

- 04:36 📈 Russell 2000 Performance
- Russell 2000 small and mid-cap index doing well.
- Expectations of interest rate cuts in 2024 affecting performance.
- Comparison with the performance of major companies.

- 06:54 🇮🇳 Indian Market Reaction
- Indian market's reaction to the budget.
- Capital gains tax increase and its expected impact.
- Positive market reaction despite tax changes.

- 09:12 📊 Budget Analysis
- Detailed analysis of budget impacts.
- Expected changes in asset allocation due to higher taxes.
- Impact on market liquidity and DIIs.

- 11:30 🏦 SEBI Study on Investors
- SEBI's study on individual investors' performance.
- 70% of individual investors incurred losses in FY23.
- High proportion of young traders in intraday trading.

- 14:00 💼 Axis Bank Results
- Axis Bank's quarterly results.
- Increased provisioning impacting profits.
- Growth in retail loans and advances.

- 16:18 🏗 L&T Performance
- L&T's performance and order book.
- Significant international orders and overall growth.
- Issues with skilled labor shortages in India.

- 18:36 🔋 Sona BLW Results
- Sona BLW's financial performance.
- Strong growth in EV contributions.
- Focus on electric vehicle sector and future growth.

- 20:54 🏢 SBI Life Results
- SBI Life's quarterly results.
- Increase in profit and value of new business.
- Stability in the life insurance sector post-COVID.

- 23:12 🚗 Ola Electric IPO
- Ola Electric's upcoming IPO.
- Expected valuation and impact on the market.
- Potential for future IPOs from related companies like Ola Cabs.

- 25:30 📈 Fiscal Deficit Reduction
- Reduction in fiscal deficit as a major budget highlight.
- Expectations for a sovereign rating upgrade.
- Government's focus on reducing borrowing and maintaining capex levels.

InvestYadnya
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With this budget, is it clear that the Govt. Saving the retailers? No. All are negative for the retailers, our India has become a Highest Tax paying country. Your voice in line with the Govt.

sujitkumardas
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NDA is targetting and capturing middle class savings. You are not allowed to get rich. It's enough if they don't snatch our gold, but enough with just the taxes everywhere.

apz
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🎯 Key points for quick navigation:

00:07 *🌍 Global Market Highlights*
- Discussion on global market movements and key highlights,
- Overview of NASDAQ and S&P 500 significant declines,
- Impact on major tech companies like Tesla and Google.
00:47 *📉 Stock Market Indices Movement*
- Analysis of NASDAQ and S&P 500 index performance,
- Insights into Russell 2000's consistent growth,
- Impact of expected interest rate cuts on small and mid-cap companies.
02:00 *📊 Company-Specific Market Reactions*
- Detailed discussion on Microsoft, Tesla, and other major companies,
- Market reactions and investor sentiments,
- Overview of earnings and valuation trends.
03:09 *🇮🇳 India's Budget Impact*
- Analysis of market reactions to India's recent budget,
- Overall positive sentiment despite some negative reactions,
- Impact on capital gains tax and liquidity adjustments.
05:07 *📈 Impact of Expected GST Decline*
- Analysis of GST revenue growth and its correlation with GDP.
- Expected implications of GST revenue on government finances and market trends.
05:20 *📊 Consistent Growth in GST Revenue*
- Examination of consistent high growth in GST tax revenue.
- Impact of simplified GST processes on revenue collection.
06:04 *📉 Potential Reduction in Government Borrowings*
- Potential effects of higher small savings inflows on government borrowing.
- Expectations regarding fiscal deficit and government expenditure.
07:27 *📊 Study on Equity Cash Segment Losses*
- Insights into individual investor losses in equity cash segment.
- Analysis of trading behavior and trends among young intraday traders.
08:07 *📈 Rise in Intraday Trading Among Young Investors*
- Growth in intraday trading participation among investors under 30.
- Comparison of current share prices with historical trends in intraday trading.
09:01 *📊 Axis Bank Quarterly Results Analysis*
- Axis Bank reported lower-than-expected results with major provisions impacting profitability.
- Provisioning increased significantly by almost 97%, leading to a minimal 4% profit increase year-on-year (YoY).
- Net interest income (NII) rose by 12%, and advances grew by 14% due to higher retail loans.
09:57 *🏦 Outlook on L&T's Financial Performance*
- L&T reported robust financial results for Q1 FY2025, with revenue and EBITDA increasing by 15%.
- The EBITDA margin remained stable at 10%, supported by an order inflow of ₹70, 000 crores.
- International orders contributed significantly, with 46% of the inflows coming from outside India.
11:03 *💼 L&T's Order Pipeline andGrowth Expectations*
- L&T expects its order book to grow substantially, targeting an order pipeline of up to ₹9 trillion by FY25.
- They anticipate a 60-70% increase in the order book, driven by strong international demand.
- The company highlighted challenges in skilled labor shortages in India, impacting project execution.
12:23 *📈 Sonata Software's Quarterly Performance*
- Sonata Software reported strong quarterly results, with revenue and EBITDA up by 22% and 23%, respectively.
- Net profit increased by 27% YoY, reflecting a robust year-on-year growth in overall financial contributions.
- Sonata's order book stands at approximately ₹23, 000 crores, demonstrating strong demand and growth prospects.
13:04 *📈 Life Insurance Sector Analysis*
- Analysis of SBI Life, ICICI Pru Life, and HDFC Life quarterly results,
- Positive market response indicating stability post-COVID in life insurance sector,
- Expectations of mid-double digit growth and competitive risks.
13:59 *🌐 Global Revenue Insights*
- Insights into revenue growth and expectations across different regions,
- Focus on high growth potential from Asia, Europe, and China,
- Impact of global EV growth on sectors like insurance and automotive.
14:53 *📊 Ola Electric IPO Insights*
- Details and expectations for Ola Electric's upcoming IPO,
- Estimated valuation and market expectations,
- Market position and competitive landscape in the electric scooter segment.
16:44 *🚗 Electric Vehicles and IPO Expectations*
- Discussion about the growing interest in electric vehicles and IPOs related to the sector,
- Expectations regarding potential IPOs from major companies like Ola Cabs.
17:09 *📊 Market Liquidity and IPO Insights*
- Insights into market liquidity and upcoming IPOs,
- Detailed analysis of expected IPO impacts on market dynamics.
17:23 *📈 Detailed Insights on Budget and Fiscal Deficit*
- Detailed examination of the budget's fiscal deficit reduction,
- Impact of fiscal policies on economic growth projections.
17:37 *💡 Highlights from Budget PDF Analysis*
- Key highlights from a PDF analysis of the recent budget,
- Discussion on fiscal deficit management and its implications.
18:07 *🌐 Economic Growth and Market Perspectives*
- Perspectives on economic growth rates and market expectations,
- Analysis of government borrowing levels and their impact on economic stability.
18:47 *🔍 Detailed Insights into Capital Gains Tax and Market Sentiments*
- Detailed insights into capital gains tax changes and market sentiment impacts,
- Expectations regarding economic policy shifts and their market repercussions.
19:16 *📉 Market Reaction and Government Expenditure*
- Market reactions to government expenditure and fiscal policy decisions,
- Analysis of capital expenditure trends and their economic implications.
20:04 *📈 Future Expectations and Economic Forecasts*
- Future expectations regarding economic growth and fiscal policy outcomes,
- Projections on economic expansion and market stability.
20:18 *📉 Fiscal Deficit and Government Spending*
- Government's focus has shifted to reducing fiscal deficit and borrowing.
- Private sector capex is expected to drive India's growth to the next level.
- Government aims to curtail its major capex, emphasizing fiscal discipline.
20:58 *📊 Revenue Estimates and Government Expenditure*
- Revised estimates show a decrease in gross tax revenue to ₹34.6 lakh crore.
- Government expects a net tax revenue of ₹25.8 lakh crore, down from ₹38.4 lakh crore estimated earlier.
- Direct and indirect tax revenues are expected to grow moderately, influencing the fiscal deficit targets.
22:44 *💸 Government Revenue and Expenditure Breakdown*
- Total government expenditure is expected to reach ₹48 lakh crore.
- Net revenue after transfers to state and local governments is projected at ₹32 lakh crore.
- Non-tax revenue and capital receipts contribute significantly to government income.
23:26 *📉 Fiscal Deficit and GDP Percentage*
- Fiscal deficit as a percentage of GDP has reduced to 4.9%, down from 5.91%.
- With GDP around $4 trillion, fiscal deficit is managed within reasonable limits.
- Government aims for fiscal prudence despite increased expenditure and reduced revenue expectations.
23:53 *📊 Fiscal Deficit and Revenue Trends*
- Despite increased expenditure and revenue growth, fiscal deficit has reduced.
- Revenue has surged by almost 15%, while expenditure has grown by 9%.
- Revised targets will determine if fiscal deficit goals are met by year-end.
24:22 *📈 Capital Expenditure Strategy*
- Government focuses on increasing capital expenditure to boost economic growth.
- Capital expenditure has been raised from ₹9 lakh crore to ₹11 lakh crore.
- Expectations are moderate for future capital expenditure growth, contrasting with previous years.

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InvestYadnya
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Very interesting knowledge session today🎉 sir you are doing an amazing job. Appreciate your work very much ❤

ajaysurvase
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It’s completely alright..
Warren buffet also started trading in 11 year age.. 8 year he traded and learn about market and technical analysis..
Than he started investing

faneeshbansal
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Someone, please clarify my doubt. Suppose, someone makes a STCG profit of just ₹50, 000 in a FY, then also he has to pay 20% tax??? (I'm not talking about LTCG)

prateeksarkar
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Please provide the link in the description about the DSP report you’ve mentioned in the knowledge section

SRaviKiranM
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Excellent analysis, like your knowledge section. Great going

tusharp
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Success of ola electric shows maturity of selection, even scrap can be sold at premium

avinash
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Hi sir.... Nice analysis. Plz make a video on tax management for retail investor. It will help us in many ways. We are living in rural areas. Here tax consultants are lic agent, SBI life agent etc etc. so your video will be very helpful for us

I_M_Sudeep
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FMCG or Pharma ka time aa gya hai... Or inke Microcap Company ka kyuki Large Medium or Smallcap ko Mutual fund ne jyada increase pahle hi kar diya hai... Ye mera openion hai aapka suggestion chahte ispe...

alphaman.anitya
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All assets should be taxed at the same levels...

visheshb
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I follow your channel regularly .I watch your channel every day in the morning while travelling to office. Many people have posted positive comments on your today’s episode. I fully agree with that, however, I wish to give you one critical and candid feedback for betterment.
You speak very slow when I listen your speech on 1.25 speed. It looks like a normal and you also repeat lot of sentence which are not required. I suggest you yourself maybe with your team can Watch your own videos which are recorded in last two or three months, you might realise, some area which can be changed. Reason I’m giving you this feedback because there are good content in daily episode and you people are covering really good news in brief. This is the only feedback. I wanted to give for betterment. please don’t take it personally. This is what I feel which can be changed.

jjkk
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Sir please make videos on ltcg nad stcg, how is it calculated even 1.25 lac is exempted, suppose i earned in one financial year, will i be under taxpayer or not???

hussainhussain-kzhz
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Knowledge section today great analysis ❤

SB-fths
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Thanks for giving us so much of knowledge

kishorepanjabi
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Well how I see it is dat 30% of cash traders r successful. That's a big and good number

omkumarsingh
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Yadnya guys are scared and don't have the spine to question the govt's atrocities on retail investors.

akupegu
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Government not increasing borrowing and that according to you is Big Plus … You forgot to mention what is current outstanding liabilities on government through previous borrowing already it’s humongous… In such case no sensible entity will borrow more it’s common sense. Not sure what is wrong with entire Yadnya Team trying to defend BJP in every possible way for whatever worst government does. What is wrong with you ??? We have Godi media already

rohitsankpal