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Tag: budget expectations 2026

Budget Picks 2026: Axis Securities lists Maruti Suzuki, UltraTech, Bharti Airtel among top stocks to buy ahead of Feb 1

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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…

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

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

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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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