Ruma Dubey is a PMS fund manager. Previously, she led a team of equity research analysts.
With weak demand, sluggish private capex, and market corrections, Budget 2025-26 must strike a balance between fiscal discipline and economic stimulus. Expect the usual focus on rural spending, infrastructure, defence, and renewables, while the middle class may see only token benefits.
Ruma Dubey
January 31, 2025 at 11:38 AM IST
