Budget 2026: Capex revival, policy continuity could lift stock market sentiment, says Green Portfolio PMS co-founder

Budget 2026: Divam Sharma, the co-founder and fund manager at Green Portfolio PMS, believes that a Budget focused on policy continuity and measures to address the visible slowdown in the investment cycle will cheer the Indian stock market. Sharma says markets will also look for fiscal discipline without sacrificing growth. In an interview with Mint,…

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Defence, railways may get big Budget push; new measures to boost consumption unlikely: Pankaj Pandey of ICICI Securities

Pankaj Pandey, the head of research at ICICI Securities, expects modest capital expenditure growth in the Union Budget 2026, given the high base of ₹11.2 lakh crore. He believes defense and railways may see increased allocations, but sees limited scope for new measures to boost consumption. In an interview with Mint, Pandey shares his expectations…

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