Budget 2026: From capex push to LTCG tweak— 5 key announcements retail investors should watch

Union Budget 2026: Amid all the geopolitical noise, investors’ focus is on the mega-policy event—the Union Budget 2026 for the financial year 2026-2027 (FY27), which the Finance Minister Nirmala Sitharaman will present on February 1. Market participants expect the government to announce measures that can propel economic growth without compromising on fiscal prudence. Expectations are…

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Budget 2026: Government likely to balance growth support and macro stability, says Axis Securities

As Finance Minister Nirmala Sitharaman prepares to present the Union Budget for 2026–27, markets are watching closely for signals on how India plans to balance growth support with fiscal discipline at a time of heightened geopolitical and macroeconomic uncertainty. With uneven global growth, volatile capital flows, and tighter financial conditions clouding the outlook, the country’s…

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Govt must prioritize fiscal prudence in Budget, even if it means curbing revenue spend: Nitin Agarwal of InCred Money

Nitin Agarwal, CEO, Mutual Funds, InCred Money, believes the budget must encourage private sector investment while maintaining fiscal discipline. He says the government must adhere to current fiscal deficit targets even if it requires containing revenue expenditure growth. Apart from his Budget expectations, Agarwal also shared his views on the FII-DII trend, mutual funds, and…

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Budget 2026: Fiscal focus likely less on deficit as Center pivots to debt targeting from FY27: BofA

India’s fiscal policy is expected to be less contractionary from FY27 as the Center prepares to pivot from a fiscal-deficit-focused approach to a debt sustainability framework, brokerage BofA Securities has noted in a pre-Budget note. The shift, which will greater flexibility in public finances, comes as the government remains on track to meet its medium-term…

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Infra spending to be in focus in Budget 2026; expect an 8-10% earnings growth for Q3: Mirae Asset’s Senior Fund Manager

Varun Goel, Senior Fund Manager at Mirae Asset Investment Managers (India), expects the government’s focus on infrastructure spending to continue in Budget 2026, with further impetus on roads, railways and green energy. In an interview with Mint, Goel shared his views on the Indian stock market outlook, Q3 earnings expectations and key risks facing the…

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Budget 2026: From auto, telecom, railways to defense – Morgan Stanley points out key reforms needed in various sectors

Finance minister Nirmala Sitharaman will present the Union Budget for 2026–27 on 1 February, with expectations running high across sectors at a time when the global economy is grappling with tariff pressures and heightened geopolitical uncertainty that continue to disrupt cross-border trade. Despite the volatile global macroeconomic environment, the Indian economy remains resilient. Analysts expect…

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Govt likely to focus on fiscal consolidation in Budget 2026: Mirae Asset Investment Managers’ head of fixed income

Basant Bafna, the head of fixed income at Mirae Asset Investment Managers (India), believes the government will keep fiscal consolidation in focus while maintaining growth momentum in Budget 2026. He says central government borrowings may remain stable, while state borrowings are likely to rise compared to FY26. In an interview with Mint, Bafna shares his…

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Budget expectations, challenges for fintech, AI’s role: FiatPe founder and MD shares insights

Richika Dadheech, Founder and Managing Director (MD) of FiatPe, believes real-time policy updates around data protection, compliance, and innovation have helped UPI become a globally recognized platform, while zero MDR has played a critical role in accelerating adoption. She believes different pricing for high-volume transactions can help payment systems stay secure and reliable, support long-term…

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