No more fireworks for markets—Budget Day ‘big bang’ loses its spark amid year-round reforms

But the muted reaction on Budget Day reflects a deeper shift. Policymaking has become more continuous, predictable and front-loaded, leaving investors to position themselves weeks or months in advance rather than react to a single speech. With key reforms, incentives and sector-specific measures now rolled out through cabinet decisions, press releases, special packages and the…

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Tata Mutual Fund’s Rahul Singh

Apart from banking and financial services, a part of the Nifty 50 index is linked to commodity prices and large stocks in the energy, metals, and mining which may see significant growth next year. And this will provide further tailwind to Nifty earnings, which could be around 15%, said Singh. Edited excerpts: : Q 1)…

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