Infra spending to be in focus in Budget 2026; expect an 8-10% earnings growth for Q3: Mirae Asset’s Senior Fund Manager

Varun Goel, Senior Fund Manager at Mirae Asset Investment Managers (India), expects the government’s focus on infrastructure spending to continue in Budget 2026, with further impetus on roads, railways and green energy. In an interview with Mint, Goel shared his views on the Indian stock market outlook, Q3 earnings expectations and key risks facing the…

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Govt likely to focus on fiscal consolidation in Budget 2026: Mirae Asset Investment Managers’ head of fixed income

Basant Bafna, the head of fixed income at Mirae Asset Investment Managers (India), believes the government will keep fiscal consolidation in focus while maintaining growth momentum in Budget 2026. He says central government borrowings may remain stable, while state borrowings are likely to rise compared to FY26. In an interview with Mint, Bafna shares his…

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