Finance Minister (FM) Nirmala Sitharaman will be presenting her record ninth consecutive Budget on February 1st 2026, in the backdrop of heightened geopolitical tensions in a VUCA (volatility, uncertainty, complexity, and ambiguity) world. Despite Trump tariffs, the Indian economy has done well and is poised to clock a GDP growth of 7.4% in FY26. The…
Union Budget 2026 Picks: As the Union Budget for FY2026–27 approaches, market participants are bracing for a policy event that could once again influence sectoral leadership and medium-term market trends. According to Axis Securities, India enters the budget season with relatively strong domestic fundamentals, even as global growth remains uneven amid geopolitical risks, tighter financial…
Budget 2026: Sandeep Raina, Senior Vice President – Research for Nuvama Group, expects some pause in fiscal consolidation in FY27, which will be favorable for growth and positive for the stock market. In an interview with Mint, Raina said he expects some incentives for the rural economy driven by low food inflation and rising gold…
Budget 2026: Jossy Sebastian, Country General Manager for YCH India, believes the upcoming Budget can play a catalytic role by scaling up investment in port connectivity. “As supply chains become central to manufacturing, exports, and consumption, a well-calibrated Budget can help improve efficiency, create jobs, and enhance India’s competitiveness,” says Sebastian in an interview with…
Union Budget 2026: As India heads into the Union Budget for FY26–27, investors are once again preparing for heightened market volatility. Historically, the days leading up to the Budget have seen cautious sentiment, with markets reacting sharply to expectations around fiscal priorities, taxation, and government spending. The Union Budget remains one of the most influential…
Union Budget 2026: As India heads into the Union Budget for FY26–27, investors are once again bracing for heightened volatility, with historical trends suggesting that caution tends to dominate market sentiment in the days leading up to the key policy event. The Union Budget has long been a major market-moving trigger, shaping sectoral leadership and…
Joanne Goh, Senior Investment Strategist, DBS Bank, says while geopolitical risk remains, investors should not consider a broad reduction in equity exposure. Instead, they may consider complementing equities with assets that have lower correlation, such as private equity, private credit, infrastructure, real assets such as gold, and certain hedge fund strategies, to help manage portfolio…
The real estate sector is optimistic about the Union Budget 2026. According to Manju Yagnik, Vice Chairperson of Nahar Group and Senior Vice President of NAREDCO, Maharashtra, key expectations include tax rationalization for homebuyers, higher allocations toward urban infrastructure, and policy support that improves liquidity and enables long-term capital formation. Yagnik says a focused push…
Pankaj Pandey, the head of research at ICICI Securities, expects modest capital expenditure growth in the Union Budget 2026, given the high base of ₹11.2 lakh crore. He believes defense and railways may see increased allocations, but sees limited scope for new measures to boost consumption. In an interview with Mint, Pandey shares his expectations…
Jacob Jose, CEO and Managing Director, Methods India, believes targeted incentives can strengthen India’s domestic manufacturing ecosystem. Jose says rationalization of customs duties on critical raw materials and components, along with incentives for capacity expansion, would help engineering companies manage cost pressures and scale responsibly. In an interview with Mint, Jose shared the industry’s budget…
