Decoding Union Budget & Trade Deal
Автор: Zvest Financial Services LLP
Загружено: 2026-02-03
Просмотров: 209
Описание:
What looks like an underwhelming Budget at first glance starts to look very different when viewed through a macro lens.
Harish Krishnan breaks down why:
The Budget’s assumptions are more conservative than they appear
The primary deficit is back near pre-Covid levels, signalling restraint
Growth is being diversified, not forced through one engine
Capital isn’t the constraint anymore — execution and talent are
Public capex has created a base, but private capex still needs to follow
Manufacturing progress is visible, but the payoff is still ahead
Takeaway:
This wasn’t a headline Budget.
It was a sequencing one - focused on stability first, outcomes over time.
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