Budget long-term positive, investors should focus on fairly valued growth stocks: VK Vijayakumar of Geojit Investments

VK Vijayakumar, Chief Investment Strategist of Geojit Investments, hailed the budget for its focus on long-term growth. “The Finance Minister (FM) has delivered what the economy needs, at this juncture,” he said in an interview with Mint. While the Indian stock market suffered a sharp loss due to the STT hike, Vijayakumar noted that it…

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Budget 2026: Auto sector left wanting

Going into the Union Budget 2026-27, expectations from the automobile sector were decidedly high. While the budget was not hostile towards the sector, it was not ambitious either. The focus remained firmly on increasing manufacturing depth, rather than enhancing adoption velocity or providing some much-needed policy clarity. The over 1% correction in the Nifty Auto…

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Budget 2026 playbook: Capex stocks or consumption themes — Where should portfolios lean?

Budget 2026: As the Union Budget 2026 approaches, the familiar debate between capital expenditure and consumption has resurfaced. Finding the right portfolio mix ahead of the mega event is crucial for investors as it could influence the overall return. Finance Minister Nirmala Sitharaman will unveil the government’s fiscal roadmap for the next financial year on…

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