Budget 2026 insights on market, taxes, and FII flows
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In a recent discussion, Nilesh Shah, MD of Kotak Mahindra AMC, analyzed the implications of Budget 2026. Key topics included the STT hike, F&O taxation, and the outlook for FII flows. Shah emphasized the importance of understanding government borrowing trends and potential risks for investors. 📈💼
• STT hike and F&O taxation could impact trading volumes
• Government borrowing trends may affect bond markets
• Missing pollution priorities raise concerns for sustainability
Investors should watch these developments closely for long-term implications.
Not investment advice. For informational purposes only.