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Shrija Saha @UCTR2O-hOdd6yhSCsUiD_JIw@youtube.com

66K subscribers - no pronouns :c

I am Ex banker on a venture to simplify investing for everyo

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Welcoem to posts!!

in the future - u will be able to do some more stuff here,,,!! like pat catgirl- i mean um yeah... for now u can only see others's posts :c

Shrija Saha
Posted 5 months ago

Correction Update in Latest Video
(https://youtu.be/i0gJQZNr3oA)

Kotak League Platinum Credit Card doesn't have complementary airport lounge access. I have made the changes in the video now.

Apologies for the same.

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Shrija Saha
Posted 8 months ago

BUDGET 2024 - My 9 Key Takeaways Focussing on Stock Market

Bonds Rallied , 2 Sectors gained up to 5%, Railway stocks fell Why?? Which Sectors to watchout after Budget2024 ?

#Budget2024 failed to Excite Investors !

Nifty 50 closed with a loss of 28.25 points or -0.13% while Sensex closed with a loss of 106.81points or 0.15%


1. Govt India aims to make INDIA developed country by 2047

- Infrastructure & Financial Sectors plays key role in the development of any economy. So I would watch out these two sectors majorly for longterm investments.

2. Gross and Net borrowing are lower than FY24

- Big positive for the private sector borrowing and bond market yields
- This is why Indian government bonds rallied today. The yield on the benchmark 10-year bond fell as much as 9 basis points to 7.05% after Budget.

3. Fiscal deficit to decline from 5.8% in 2023-24 to 5.1% of GDP in 2024-25, this is Better than expected Fiscal Target

- It is Good news for the Economy and thus for the Market in longterm

4. Govt’s commitment to Infrastructure Development continued - 11% increase in capex to around 11.1 lakh crore which is 3.4% of GDP (up from 3.3%)

- Would increase credit demand that would boost banking business especially PSU Banks. PSU Banks rallied 3% and is likely to continue
- Of course its good news for other related sectors like infrastructure, energy, mineral and cement company stocks

5. Three Major Budget Allocations :-

(i) Defense: 6.2 Lakh Cr in 2024-25 VS 5.94 Lakh Cr in 2023-24
(ii) Road Transport: 2.78 Lakh Cr in 2024-25 VS 2.70 Lakh Cr in 2023-24
(iii) Railways: 2.55 Lakh Cr in 2024-25 VS 2.41 Lakh Cr in 2023-24

- Railway Stocks Massive fall after Budget : - One main reason : Capex of ₹2.55 lakh cr for Railways is just marginally higher than ₹2.4 lakh cr of last year's Budget, general expectations were higher. IRFC , IRCON, RVNL etc stock price fell after budget.

6. Through Solar Rooftop installation - 1 Cr household getting 300 units free electricity every month

- Thus Solar stocks gained up to 5% after the budget: Suzlon Energy shares hit 5% upper circuit limit today, Borosil Renewables, Sterling Wilson Renewable Energy, tata power also rallied.

7. Tourist infra, port connectivities and tourist destination including Lakshadweep to be developed. Interest free loans to be provided to state govt.

- may boost tourism and hospitality stocks - Thomas cook gained 7% today but few others fell by 1%

8. 3 major rail corridors announced : Energy, Mineral and Cement corridor, Port Connectivity Corridor and a High Traffic Density Corridor. Also 40,000 railway bogies will be converted into Vande Bharat level bogies.

- May boost infrastructure, energy, mineral and cement company stocks


9. Promoting Investments - The FDI inflow during 2014-23 = $596 billion (twice the inflow during 2005-14)

- For encouraging foreign investment, Govt negotiating bilateral investment treaties with foreign partners, in the spirit of ‘first develop India’


This was an interim budget as it came just ahead of the Lok Sabha Elections. The full budget will be presented in July this year after the new government is formed post-Lok Sabha Elections.

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Shrija Saha
Posted 1 year ago

Twitter ICON changed to #dogecoin !!!
Elon Musk also Tweeted!
#doge up 38% already! Still Pumping!

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