Budget 2026: What can cheer the Indian stock market?

Union Budget 2026: The Indian government’s mega policy event is just about two weeks away. Finance Minister Nirmala Sitharaman will present the Union Budget for the financial year 2026-2027 on February 1. It will be her ninth consecutive Budget. Last year’s budget gave a big boost to consumption through income tax cuts. This year, major…

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Budget 2026: How to revive private sector capex to sustain high growth— 4 experts share views

Despite US tariffs and geopolitical risks, the Indian economy remains in solid shape due to strong domestic demand, growth-supportive policies, government capital expenditure, and a growing consumer base. According to the World Economic Situation and Prospects 2026 report by the United Nations’ Department of Economic and Social Affairs, India’s economy is estimated to have grown…

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A delayed India-US trade deal not a major risk; Budget 2026 to balance growth, fiscal prudence: Mihir Vora of TRUST MF

Mihir Vora, chief investment officer at TRUST Mutual Fund, expects the Union Budget 2026 to strike a balance between growth and fiscal prudence. He anticipates a continued focus on infrastructure spending and a moderate path of fiscal consolidation. In an interview with Mint, Vora shared his views on the implications of a delayed India-US trade…

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Stock market better-positioned than 2025; Govt should rationalize LTCG tax in Budget 2026: SBICAP Securities MD, CEO

Bhuvaneshwari A., Managing Director (MD) and CEO of SBICAP Securitiesbelieves the Indian market is currently better positioned than it was in 2025 due to anticipated earnings growth, valuation normalization, and a revival in domestic demand. In an interview with Mint, the MD and CEO of SBICAP Securities shared her market outlook, views on India’s growth–inflation…

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