The Budget kept away from mood dampeners such as an increase in taxes (capital gain taxes) and even the much-feared introduction of Covid cess and wealth taxes, says Nimesh Kampani, chairman, JM Financial.

Finance Minister Nirmala Sitharaman presented her third Budget on February 1.

Many changes are likely in the BJP and government in coming weeks.

Karnataka, Meghalaya, Punjab, Gujarat, Rajasthan, Telangana and Haryana have partially resumed operations.

We followed the highest standard of corporate governance and disclosures, says Nilekani.

Mid and small companies are more generous in rewarding their CEOs as compared to their larger peers.

'We all wanted a strong Centre with a decisive mandate from the people, to allow them to take bold decisions.'

The new government's challenge would be to reverse the tide in FDI, boost manufacturing and come up with an e-commerce policy that is fair to all investors.

Exposure to these funds should not exceed 10% to 15% of the equity portfolio and the investment horizon should be at least seven years.

Investors should take limited exposure in credit risk funds.

On the flipside, since 60-70 per cent of the costs pertain to raw material, which are mostly imported, currency fluctuation is a key risk for the segment.

Stockmarket Gurus Raamdeo Agrawal, Manish Gunwani, S Naren and Nilesh Shah discuss their favourite themes for the New Year.

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After the historic win of Bhartiya Janta Partyin Uttar Pradesh elections on Saturday, the talk about the face of chief minister candidate is the next question.

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