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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Budget 2026: Manufacturing boost, higher divestment, no tax stimulus — ICICI Securities lists what to expect this year

Budget 2026: With the Union Budget 2026 around the corner, domestic brokerage ICICI Securities expects it to provide a positive surprise for lenders and industrial stocks amid expectations of higher capital expenditure, lower spending on non-development areas, increased divestment and no tax stimulus. Focus on manufacturing ICICI Securities analysts Vinod Kakri and Bhavesh Talreja said…

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Bengaluru should get ‘special funds’ in Union Budget, says Mohandas Pai; hits out at Karnataka government’s priorities

Mohandas Pai, former Chief Financial Officer (CFO) of Infosys, on Tuesday said he expected some ‘special funds’ to be announced in upcoming Union Budget 2026 for Bengaluru. Pai, who is also a venture capitalist. also launched an attack on Congress government in Karnataka, accusing it of neglecting Bengaluru and pushing policies that, according to him,…

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Stock Market Outlook 2026: Fall in Rupee, Tariff Pressure – How will be the mood of the market in the new year? Expert’s View – Market

Stock Market Outlook 2026: A lot was seen in the stock market this year 2025. Foreign institutional investors stayed away from the Indian market, many concerns emerged regarding trade tariffs, due to which the market remained volatile. However, there was support from the market regulator and the Reserve Bank of India gave the gift of…

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