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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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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