One of the key expectations is a revival of affordable housing through government initiatives like the Credit Linked Subsidy Scheme (CLSS) under the Pradhan Mantri Awas Yojana (PMAY). These schemes could help make homes more affordable, especially for the lower-income groups.
Industry experts are also looking for an increase in the carpet area and monetary limits for the affordable housing segment. An allocation of additional funds to the Special Window for Affordable and Mid-Income Housing (SWAMIH) fund could help finish stalled housing projects, providing much-needed support to the sector.
Investors should keep an eye on stocks related to the housing sector, such as Godrej Properties, DLF, Prestige Estates, Macrotech Developers, and
Brigade Enterprises, as the sector is likely to benefit from these initiatives.
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A rise in the home loan deduction limit for both interest and principal could make homeownership more accessible. Additionally, a reduction in goods and services tax (GST) rates for construction materials like cement would further improve affordability and support the overall real estate market.
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