What Gets Affected By What
The Futures Budget
Some good news, some bad for the Sensex. Here's the outlook...
- Dual excise duty structure on cement will impact the sector; not many firms currently sell at the proposed Rs 190 a bag which will attract lower duty
- FMCG firms like Hindustan Lever will benefit from the focus on agriculture; in the past such companies have gained from the spinoff effect
- IT majors are peeved with the 1-3 per cent% MAT impact and the imposition of fringe benefit tax on ESOPs
- Capital goods manufacturers, power firms and oil majors to benefit from the announcement of more Ultra Mega Power Projects
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The Agri-Focus
The Infrastructure Thrust
The Double-Edged Sword
The Poor Cousins
The Bright Spark
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