Indian Accounting Research Analyst, Trudence Capital Advisors

Nitin Mangal

Nitin Mangal is a Research Analyst with more than 15 years of experience in Indian equities. He is Pioneer of Corporate Governance and Accounting Research in Indian Market and has successfully developed product for Institutional Investors named as "Analysis Beyond Consensus" during his association with Edelweiss Securities Ltd, Mumbai. Later during the career, he has worked with Veritas Investment Research Corporation, Canada as Asia Consultant covering Indian and US equities. He has been profiled by leading financial newspapers such as Wall Street Journal, Business Standard etc

Indian Accounting Research Analyst

Union Budget 2025- Key Sectors to Watch Out

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

Macroeconomics

<ul>
<li>All eyes will be on Union Budget 2025 which will be presented by the Hon. Finance Minister on February 1st. </li>
<li>As GDP growth has been reducing lately coupled with the FIIs sell offs, focus will be on how the government tackles economic growth while keeping the fiscal consolidation in check.</li>
<li>We expect a balance between the two and do not expect budget to be highly inflationary. However, a cut in potential revenue could be met with new streams like divestments.</li>
</ul>


All eyes will be on Union Budget 2025 which will be presented by the Hon. Finance Minister on February 1st. 
As GDP growth has been reducing lately coupled with the FIIs sell offs, focus will be on how the government tackles economic growth while keeping the fiscal consolidation in check.
We expect a balance between the two and do not expect budget to be highly inflationary. However, a cut in potential revenue could be met with new streams like divestments.


Union Budget 2025- What to Expect?