Key themes in this interim budget 2024 are probably going to stay the same. According to Alekh Yadav, fiscal consolidation, a focus on capital expenditure, make in India, and enhancing ease of doing business will be important.
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Rishi Kohli says: "Historical data suggests that FIIs miss the initial upward momentum of a new bull market, but the FII flows sort of chase this momentum and once further events line up to the positive view then their flows create further positive momentum which is what I expect to happen this year."
Abul Fateh says: "Exposure to fixed income should be raised, especially towards the longer end of the curve. MPC has taken note of the real rates being positive at this point. The markets have also responded, especially in the last few weeks of CY2023, with the ten-year yields shrinking by about 20 bps from their peak."
Tridib Pathak says: "FII flows will remain volatile and will continue to be influenced by global monetary conditions in the short to medium term. Most of the FII flows in India have been as a part of an allocation to emerging market /Asia funds and very less is direct as an India-dedicated/country-specific exposure."