It is anticipated that the Union Budget 2024–2025 will prioritize macroeconomic stability and capital investment, which may impact market patterns.

In the past, the Union Budget has been a significant factor in determining Indian market movements. Capital spending, promoting the expansion of the manufacturing sector, and preserving macroeconomic stability are expected to be the key priorities of the next Union Budget for the fiscal year 2025–2026. Budget announcements have historically had a big effect on the stock market, affecting sectoral performance through the introduction of government-sponsored financial allocations and policy initiatives.

Brokerage firm Emkay Global has examined short-, medium-, and long-term stock market performance following the budget across several indexes. The report offers traders and investors information by highlighting unique patterns across several industries. Emkay claims that the majority of indices show a short-term bullish trend, with a larger proportion of positive closing falling between 55% and 91%.

After two weeks, Emkay's study shows a drop in the proportion of positive closing across the majority of indexes, indicating less bullish momentum. In particular, the PSUBANK index has a sharp decline in positive closes, going from 73% to 36%, while the total return remains at zero percent.

The NSE Pharma index is still doing well, with a 73 percent positive closure rate and a 2 percent return despite the overall downturn. The Nifty Realty and NSE Metal indexes show mixed results, with lower positive closing percentages and high average positive returns. These patterns show that certain industries continue to thrive, whereas others are volatile.