金十数据7月23日讯,Axis Securities首席执行官Pranav Haridasan表示,印度2024—25年的预算给市场带来了短期挑战。他表示:“资本利得税税率的上调和证券交易税(STT)的上调在短期内是负面的。”他补充称,资本支出配置保持不变,低于市场预期。不过,也有一些积极的方面。Haridasan说,财政赤字目标从中期预算的5.1%降至4.9%,“显示出一条稳固的财政整顿之路”。预算还非常强调福利项目,旨在缓解农村的困境,支持农村经济。他预计,最初的市场反应将是暂时的,很快就会恢复正常。
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