2025 Budget Impact on Stock Market | 3 Attractive Sectors to Watch - Rahul Jain

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  • Опубліковано 1 лют 2025

КОМЕНТАРІ • 417

  • @torahulj
    @torahulj  12 годин тому +9

    How many marks out of 10 for Budget 2025? Let me know in comments :-)
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    • @unnisapp6543
      @unnisapp6543 10 годин тому +3

      Like you always do. Without being with any parties side. Can you make a video on our economy?
      Which should include, 25 years data. With inflation, Bank interest rates, GDP, Fiscal deficits, big economical changes which came in India like Globalization, GST, etc. Export, Imports, Country wise dependencies of India, PSU Bank debts etc.
      Would be great! We will know who is doing good job for India.

    • @vishalgbharadwaj4611
      @vishalgbharadwaj4611 5 годин тому

      8

    • @Supratim_Kundu
      @Supratim_Kundu 2 години тому

      I am gonna give 7/10

    • @smart1963
      @smart1963 47 хвилин тому +1

      I would give 8... Govt cannot be good for all... Even we used to curse and angry with God, sometimes....The highlight is Fiscal deficit... around 4.5, good for market.

  • @roddywoods8130
    @roddywoods8130 2 години тому +122

    I have $215k invested in VICI and CRM. If you had to choose between AMD and SOFI, which would you pick and why? I’m planning to make some additions.

    • @bsetdays6784
      @bsetdays6784 2 години тому +3

      AMD offers stability and growth in tech and AI, while SOFI presents higher-risk, high-reward potential in fintech. Seeking advce from a CFA would be a smart move at this point

    • @hushbash2989
      @hushbash2989 2 години тому +2

      Not bad positions! It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why having guidance is important. This is very crucial for asset allocation. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed to over 80% in a short while.

    • @kaylawood9053
      @kaylawood9053 2 години тому +3

      I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?

    • @hushbash2989
      @hushbash2989 2 години тому +3

      Sure i can! Sonia Nunes Demelo is the T.X- based advisor I use and her performance has been consistently impressive. She’s quite known in her field, look her up.

    • @selenajack2036
      @selenajack2036 2 години тому +2

      Thanks for the info. I searched for her full name and found her website right away. I reviewed her credentials and did my research before reaching out to her.

  • @balakrishnannair5059
    @balakrishnannair5059 11 годин тому +8

    7/10 is my rating for budget
    Please give analysis on Titan, kalyan jewellery

  • @kallolnag2063
    @kallolnag2063 11 годин тому +3

    Thank you Rahul for your wonderful analysis!

  • @MrScintillator
    @MrScintillator 11 годин тому +5

    Thanks for your valuable commentary👍

  • @angellmaro
    @angellmaro 10 годин тому +47

    Binance infinity ETH bug right now
    I just made a video to show that=

  • @PratyushaPatodkar
    @PratyushaPatodkar 12 годин тому +4

    Thank you Rahul!
    Much Needed

  • @vilasbote8099
    @vilasbote8099 11 годин тому +4

    Thanks for very good analysis.

  • @srikantamurthymr8078
    @srikantamurthymr8078 11 годин тому +4

    Very insight full video. Thank you very much.

  • @thulasiraman7287
    @thulasiraman7287 10 годин тому +3

    Very good info and clear details .Thanks

  • @RajeshwarRao-t4g
    @RajeshwarRao-t4g 36 хвилин тому

    Very informative, Rahul. Plz continue to educate the learning community

  • @prasanthpj-d6l
    @prasanthpj-d6l 11 годин тому +3

    Good n timely analysis RJ👌

  • @bvrvbable
    @bvrvbable 2 години тому

    Very well analysed, crisp and to the point. Excellent Rahul ji. Thank you 🙏

  • @nisnid008
    @nisnid008 11 годин тому +2

    we appreciate and welcome this much awaited relief in the direct tax from Govt. This will boost the consumption and therefore the economy to some extent. That would also increase the Govt revenue and help improve the growth. Good job by the Govt

  • @neelamluhadia5499
    @neelamluhadia5499 11 годин тому +4

    Rahul please tell us some good stocks from the mentioned theme that we can buy

  • @ShashiKant-x9b
    @ShashiKant-x9b 47 хвилин тому

    Very nice, clear and minute observations with sound analysis.

  • @justamanwithbeliefs
    @justamanwithbeliefs 7 хвилин тому +6

    My money works for me. I have equities in JEPI, DIVO, QYLD, SCHD, and JEPQ amounting over $100K in dividends last year 2024. This year, my goal is 10x of my current holdings, but not sure how to go about it.

    • @andykuzman
      @andykuzman 7 хвилин тому +2

      these are good picks for dividends and growth, but its best to consult with an advisor if you're not so sure of your predictions

    • @iam_maryanne
      @iam_maryanne 6 хвилин тому +4

      I'm in line with utilizing a pro. I've built a portfolio made up of NVDA, APPL, SCHD, VOO and crypto since 2018, and I imperturbably annualize 6 figures in dividends. I and my advisor are now working on a $10m ballpark goal, tho this could take some more years.

    • @Adrian_misterblue
      @Adrian_misterblue 5 хвилин тому +2

      @@iam_maryanne that's major! who is your advisor please? didn't do so well last year, i'm in dire need of proper asset allocation

    • @iam_maryanne
      @iam_maryanne 5 хвилин тому +3

      I take guidance from a Pennsylvania-based advisor ''Karen Lynne Chess'' To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @fromthebirchwood
      @fromthebirchwood 4 хвилини тому +2

      glad to have stumbled upon this, curiously inputted Karen Lynne Chess on my browser, spotted her consulting page at once and was able to schedule a call session with her, she seems highly professional from her resumé

  • @adarshvadapalli
    @adarshvadapalli 2 години тому

    Thank you for your video 😊

  • @mdkamran2003
    @mdkamran2003 10 годин тому +1

    One of your best videos 👍🏼

  • @Flicki-Flaka2022
    @Flicki-Flaka2022 11 годин тому +2

    Very good analysis sir 👍

  • @SantoshKumar-jh4tc
    @SantoshKumar-jh4tc 9 годин тому +11

    Dear Rahul bhai,
    please start the social media against high inflation in education and health sector. let government shall bring standard norms for education and health which is common need of common man in our country!! . please campaign on these sectors.!!!

    • @venugopal6405
      @venugopal6405 9 годин тому

      It's not possible for government to take action on them... The major problem comes from the Supreme Court. They definitely block what ever reforms the government brings...

    • @navinchoudhary8229
      @navinchoudhary8229 7 годин тому +1

      Saw a Raj shamani podcast where an retired Ias officer mentioned the school mafia are more rooted and dangerous then even coal mafia

    • @sandipmira
      @sandipmira 7 годин тому

      Thank fOr thinking about it

  • @raghubhat5361
    @raghubhat5361 10 годин тому +1

    Very good information and analysis.... Thank you sir...

  • @v-indian6732
    @v-indian6732 11 годин тому +2

    well explained thanks rahul

  • @saurabhrawat7643
    @saurabhrawat7643 3 години тому

    Thanks for very educating and to the point vedio

  • @noelgomes5781
    @noelgomes5781 30 хвилин тому

    Dear Rahul
    Thanks very much. You gave us a perfect synopsis of the budget in relation to stocks. Well explained in short and simple words. Thanks once again

  • @ishangarg5376
    @ishangarg5376 11 годин тому +4

    Jewellery Sector- PNG Gadgil

  • @malleswararaoballa2885
    @malleswararaoballa2885 11 годин тому +1

    Thank you for good explination

  • @shubhammondal2410
    @shubhammondal2410 8 годин тому

    Well explained Rahul 👍

  • @prasadbasu9199
    @prasadbasu9199 9 годин тому

    Excellent explanation sir 👍

  • @V.v.l.n.pallarao
    @V.v.l.n.pallarao 11 годин тому +2

    Sir ! Please do video on Senco Gold ! Is it in jewellery sector ?

  • @jayannair5104
    @jayannair5104 10 годин тому

    thanks for the depth of the budget

  • @dharamsohal4761
    @dharamsohal4761 Годину тому

    HNDFDS is also is setting up ice cream plants in NCR, has set up a juice factory in Assam. HNDFDS is certainly on my FMCG list.

  • @a.s.psastry7710
    @a.s.psastry7710 10 годин тому

    Thank you Rahul. Nice analysis.

  • @srinivaspadala1962
    @srinivaspadala1962 11 годин тому +1

    Thank you sir.

  • @mdtrk370
    @mdtrk370 8 годин тому

    Thanks. Good analysis. Love from Abu Dhabi

  • @narayantrikkur2702
    @narayantrikkur2702 8 годин тому

    On GDP estimates, economic advisory body CEO in CNBC said, budget estimates our economy will cross the four trillion mark. On railway budget the revised estimates of capex likely to be only 2.4 lacs crores and for 2025 it is 2.65 lacs crs over 8%. Most of rail related companies already having order value nearly four times their current sales and with this 8% increase they will be flooded with orders. So on patient reading of these facts and datas, there is no negatives for railway stock but thier order books will cross highest ever records in 2025. When this data sinks in the railway stock also defense stocks should be galloping.

  • @sivasankarankollaikkal2945
    @sivasankarankollaikkal2945 Годину тому

    🙏👍thanks

  • @bharatkotadia602
    @bharatkotadia602 11 годин тому +3

    Nice info..!

  • @vishalkamra1
    @vishalkamra1 9 годин тому

    Thanks for sharing all this

  • @sushilyesankar8513
    @sushilyesankar8513 10 годин тому

    Thank you Rahul...

  • @digjayd
    @digjayd 11 годин тому +5

    Banking sector?

  • @SJanarthananS
    @SJanarthananS 7 годин тому

    Dear Rahul, could have made a brief mention about fund flow and its positive impact for financial sector due to savings out of the income tax relief announced in the budget.

  • @ilayarasuchitrarasu5319
    @ilayarasuchitrarasu5319 12 годин тому +2

    Thank you sir

  • @narasusankapal8749
    @narasusankapal8749 10 годин тому

    Namsteji thank you sir 🙏

  • @merlinfitz
    @merlinfitz Годину тому +7

    I don’t get why people avoid dividend stocks. you’re getting paid to invest! It’s like earning rent on a property while it grows in value. Passive income is the best!

    • @GeorgeLance-ve3yv
      @GeorgeLance-ve3yv Годину тому +5

      Dividend stocks are like owning land for real. you hold the asset, earn income, and watch it grow in value. Why not enjoy the fruits while the tree grows?

    • @lawrenceHart-ys2ct
      @lawrenceHart-ys2ct Годину тому +4

      Getting an investment advisor was a game-changer. I was struggling on my own until my wife suggested one-this year, I’ve seen over 80% growth, not even counting dividends!

    • @lawrenceHart-ys2ct
      @lawrenceHart-ys2ct Годину тому +1

      @@GeorgeLance-ve3yv Getting an investment advisor was a game-changer. I was struggling on my own until my wife suggested one-this year, I’ve seen over 80% growth, not even counting dividends!

    • @benjaminsmith3469
      @benjaminsmith3469 Годину тому

      @@lawrenceHart-ys2ct I've searched for financial advisors online but it's kind of hard to get in touch with one. Is it Okay if I ask you for a recommendation?

    • @benjaminsmith3469
      @benjaminsmith3469 Годину тому +3

      I've searched for financial advisors online but it's kind of hard to get in touch with one. Is it Okay if I ask you for a recommendation?

  • @subhasismukhopadhyay4758
    @subhasismukhopadhyay4758 7 годин тому +1

    @rahuljain, Please analyze PC Chandra Jewelers for short and long term

  • @sureshlalj3679
    @sureshlalj3679 10 годин тому

    Excellent impartial analysis.

  • @suchitramittal9625
    @suchitramittal9625 9 годин тому

    excellent content , Thanks .

  • @narayantrikkur2702
    @narayantrikkur2702 8 годин тому

    NITI Aayog CEO B V R Subrahmanian in CNBC stated that as per the 2025 budget we are crossing the four trillion GDP mark. Another point on Railway budget for 2024 the revised estimates for railway likely to be around 2.45 lacs crs and for 2025 budget at 2.65 lac crs, nearly 8% increase, should benefit most railway stocks who already have order backlog of nearly four times their current sales. These factors should also be incorporated in your above video. Thanks

  • @amareshlokre8811
    @amareshlokre8811 10 годин тому

    Excellent analysis!

  • @Bullseye0009
    @Bullseye0009 7 годин тому

    Finally, things will take shape depending on Funds actual allotment vis a vis announcement.

  • @Rohit-ny8qe
    @Rohit-ny8qe 10 годин тому

    Much better from others 👍

  • @sundaravadivelmahadevan2009
    @sundaravadivelmahadevan2009 10 годин тому

    Very nice presentation, Sir..

  • @Bullseye0009
    @Bullseye0009 8 годин тому

    Another issue that needs to be taken up by Social Media is "Short-term Cap Gain"........

  • @narayanarao8874
    @narayanarao8874 Годину тому

    Good.Let us hear the best auto stock to accumulate sir

  • @praveenmp8431
    @praveenmp8431 Годину тому

    How about the forecast on IT Sector? Please have one review on this Please.

  • @madankashyap
    @madankashyap 4 години тому

    Raising incometax slab is really the gamechanger.

  • @McSpicyChickem
    @McSpicyChickem 7 годин тому

    Shobha Realty, Kalyan Jewellers, Radhika Jeweltech, PNG Gargis Jewel. All are high growth good fundamentals. Thanks!!

  • @abhayjoshi8295
    @abhayjoshi8295 11 годин тому +3

    Can you analyse PNG jewellery company

  • @KYoung-f6z
    @KYoung-f6z 12 годин тому +3

    Agar 12 lakh debt mutual fund ka gain hain. To kitna tax hoga aaj ke rule ke hisab se?

    • @cj7ks
      @cj7ks 9 годин тому

      As per tax slabs.. 😂.. That 12 lakhs is for salaried only

  • @KeelySoucy
    @KeelySoucy 6 годин тому +1

    I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market. The safest approach I feel to tackle it is to diversify investments by spreading investments across different asset classes, like bonds, real estate and stocks, they can reduce the impact of a market meltdown

    • @RicardoBell-z5t
      @RicardoBell-z5t 6 годин тому

      I've just begin to learn about investment, and I've found that many good stocks are undervalued despite their intrinsic value. If you had quarter of a million to create a strong portfolio, which stock would you choose for better returns?

    • @KeelySoucy
      @KeelySoucy 6 годин тому

      Based on personal experience, it's advisable to work with an investment advisor, I currently have $780k in a well-diversified portfolio that has experienced exponential growth, all thanks to my financial adviser. It's not only about having money to invest in stocks, you must also be knowledgeable, persistent and have strong hands to back it up

    • @RicardoBell-z5t
      @RicardoBell-z5t 6 годин тому

      I'm trying to find a certified one to boost my investments/portfolio. Can I get a recommendation from you, since you know about this stuff?

    • @KeelySoucy
      @KeelySoucy 6 годин тому

      My financial adviser is Gabriel Alberto William, a renowned figure in his line of work. I recommend researching his credentials further. He has many years of experience and is a valuable resource for anyone looking to navigate the financial market

    • @RicardoBell-z5t
      @RicardoBell-z5t 6 годин тому

      Thanks for sharing, I just looked him up on the web and I would say he really has an impressive background in investing. I will write him an e-mail shortly

  • @gamingwithtngamer5477
    @gamingwithtngamer5477 11 годин тому +2

    What about energy sector

  • @tejassardana6266
    @tejassardana6266 8 годин тому

    Please do video on jewellery sector. Example companies like Kalyan jewellers etc

  • @siramakr
    @siramakr Годину тому

    In india the problem for common man or middle class is not income tax.. its GST

  • @abhisheksukhani9124
    @abhisheksukhani9124 5 годин тому

    This govt thought they can grow GDP just by collecting taxes. It took some time for them to realise that taxation cuts consumption. If money doesn't move around, how will the GDP go up. Now the GDP growth will increase, since people have more money in hand.

  • @anilsabharwal4986
    @anilsabharwal4986 11 годин тому +2

    A welcome move of the government giving tax benefit to middle class

  • @downtoearth9297
    @downtoearth9297 14 хвилин тому

    What about green energy stocks?

  • @yogeshvesvikar669
    @yogeshvesvikar669 10 годин тому

    Good analysis, but apart from shortfall of capex expenditure, what about the disinvestment nothing on that front came

  • @mds33483
    @mds33483 Годину тому

    Please make video on Hindustan food thanks

  • @jimjohn5765
    @jimjohn5765 10 годин тому

    Informative video ,please create one for gold stocks

  • @SKSharma-db5pd
    @SKSharma-db5pd 17 хвилин тому

    Very nice

  • @rakesh21232
    @rakesh21232 10 годин тому

    Insightful analysis

  • @bhartijain2006
    @bhartijain2006 12 годин тому +2

    Yes👍

  • @deepakgunda3197
    @deepakgunda3197 10 годин тому +1

    zomato & swiggy will touch new ALL time highs

  • @The_Rock111
    @The_Rock111 40 хвилин тому

    Consumer stocks will do a rally in this year. Govt is more focussing on consumer spending. Other sectors like renewable energy, speciality chemicals sector has very little in this budget. Less growth in psu stocks

  • @naveeno9687
    @naveeno9687 11 годин тому +6

    You mentioned about gdp growth rates in two different periods. What was the inflation rates during those periods

    • @Spc_1996
      @Spc_1996 5 годин тому

      During Congress period, inflation was as high as 13 to 14 percent. Now its around 6 percent.
      Ex RBI governor had openly said that the congress government put pressure on them to reduce interest rate multiple times against their will to boost gdp numbers at the cost of higher inflation

  • @Maheshwara122
    @Maheshwara122 2 години тому

    I wonder how money will flow into real estate. With the new tax regime slowly becoming the norm and it doesn't offer any cushion of additional deductions, whats the incentive to invest in properties.

    • @nickelvikky9707
      @nickelvikky9707 Годину тому

      Current cost of real estate is very high & still people are ready to buy .. I believe thought process of people in early 2000’s is to buy a home as they can get benefit of loan interest and principal. Now that is not major criteria to buy a home

  • @rohitbajajchemistry
    @rohitbajajchemistry 10 годин тому

    Please share ur opinion for water treatment stocks. Mining sector and metal sector ????

  • @adityanakadi8521
    @adityanakadi8521 11 годин тому

    She even talked about promotion to cotton production and battery companies. What's your take on this?

  • @FaultyDevil-r6f
    @FaultyDevil-r6f 18 хвилин тому +1

    Jupiter wagons which is fundamentally strong , good management and has a great future potential ia falling like crazy ( -45%) ....... Kindly talk abt it rahul ❤

  • @KumarAdesh-p4p
    @KumarAdesh-p4p 6 годин тому

    PLZ MAKE A VIDEO ON SILK GOLD

  • @I_am_groot_3874
    @I_am_groot_3874 6 годин тому

    Please make analysis of Senco Gold

  • @prattirajkiran230
    @prattirajkiran230 9 годин тому

    please do detailed video on secco gold

  • @NiranjanBommidi
    @NiranjanBommidi 2 години тому

    Please do video on Jewellery, Footwear and Aquaculture stocks

  • @amareshmeti1732
    @amareshmeti1732 4 хвилини тому

    Please analyse jewellery stocks senco gold and Radhika gold

  • @markandaiyabagade4500
    @markandaiyabagade4500 10 годин тому

    I request you to kindly devise a system which will have the following USPs -
    1. It should work as a pension system for a lifetime,
    2. Pension should not be less than 1% of the Corpus per month,
    3. Corpus should be increased annually by at least 3-5 % after withdrawal also,
    4. Pension should be tax efficient,
    5. Corpus should not be added with Fresh Money at any given point, but SIPs should be continued forever...
    6. It should be handled by Individuals only,
    7. It should carry minimum transactions, maximum 3 or less.
    8. The corpus can be handed over to Inheritance as a Legacy and they should also get the same benifit out of it.
    Does it seem challenging?
    It is not, I think....!!
    I have got the solution for this....

  • @mathsexpress98
    @mathsexpress98 8 годин тому

    Hello Sir
    Do make a video on Kalyan Jewellers and P N Gadgill Jewellers

  • @nivedithatattittali8469
    @nivedithatattittali8469 9 годин тому

    please give little info on Power and Solar energy sector

  • @RIGHTLEFTNEWS
    @RIGHTLEFTNEWS 5 годин тому

    థాంక్యూ సార్

  • @sathiyarajs3698
    @sathiyarajs3698 9 годин тому

    Hi Rahul - What about Infra sector?

  • @sabyasachideb5417
    @sabyasachideb5417 10 годин тому

    Very happy with the budget.. will rate this the best budget of Modi govt so far

  • @crazymalayalees2919
    @crazymalayalees2919 4 години тому

    Please do a video on kalyan jewellers

  • @vamsisreedhar5130
    @vamsisreedhar5130 11 годин тому

    Good explanation

  • @DENNYCollins-w8y
    @DENNYCollins-w8y 10 годин тому +319

    agreed on XAI521K 36-38x coming up

    • @Vrthe299predators
      @Vrthe299predators 9 годин тому

      I don’t know why are you Commenting here 😒

    • @mds33483
      @mds33483 2 години тому

      Because it's a scam bot :))

  • @vibharai6563
    @vibharai6563 8 годин тому +2

    Pc jwellers
    Kalyan jewelers

  • @bullishbro
    @bullishbro 8 годин тому

    Request you to please give a detail research on Goldiam International, Senco Gold or entire Lab Grown Diamond Jwellery.

  • @sayandutta4405
    @sayandutta4405 7 годин тому

    What about power and solar sector??

  • @RK-be8kp
    @RK-be8kp 9 годин тому

    Make a video on jewellery sectr. Png etc

  • @saimahendra4211
    @saimahendra4211 10 годин тому

    What about Energy sector?
    Please speak on REC limited

  • @edutechbyharshit8581
    @edutechbyharshit8581 9 годин тому

    Pls. Make a Vedio on kalyan jeweller